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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA -- Ignore unavailable to you. Want to Upgrade?

To: eddieww who wrote (15344)	12/5/2002 8:07:31 AM
From: dvdw©	Read Replies (1) \| Respond to of 19219

Products moved off shore can easily be distinguished from products that wont be moved off shore by hundreds of factors. The start of which is the demand factor. More importantly, economies need to be entreprenuerial in the first place before the business of business becomes their business. How many economies are in that boat? New products and applications are generated within the economy who needs them, rarely will a process improvement or a new market be cultivated outside the US and imported here. It takes entreprenuers to see this, no government will do it. Which is the problem with these countries and their hybred socialism. They dont value their own peoples energy, cultivate their creativity or otherwise ask their citizens to be more independent, for the risk that they might see the ughm weakness in the political regime and the cry will be for their replacement. Russia is truly a unique place in this time, entreprenuership is burgeoning under the flat tax. Will become a key story in the future if the Leadership does not destroy it mid stream.

To: eddieww who wrote (15344)	12/5/2002 11:29:39 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19219

IP = intellectual property The world's leading ERP sw company is SAP. German. The second is PSFT. It would probably shock you if you knew how large a % of the development team at PSFT is Indian, Pakistani, and Chinese here on work visas because PSFT can't find enough educated americans. It's a travesty. Actually, I know all about this. SAP is indeed #1 in apps but Oracle apps are #2. Some say Oracle apps is #1, its a horserace. SQL overall, Unix, Java, Nos (cisco), obviously anything microsoft all invented in the USA- also application servers, javascript html, etc. Then there is the consumer side, multimedia- quicktime, real networks etc. all USA. And CAD design tools (synthesis?)- synopsis, cadence and those companies obviously USA. (btw SAP actually does the msft thing now and copies all the innovation from the US thats how they stay competitive). There is not much in the software area coming from anywhere else in the world- and no imminent threat from China or Asia either in the software area. They have just never excelled in software, don't know why. India might become a software bastion in 20 years, we'll have to see. Right now they are doing maintenance and upgrades. The one operating system I was thinking of that comes from outside USA is playstation 2. But it looks like xbox is eating into it - it has already overtaken nintendo. The software expertise of the USA is also pulling some technologies back in... wireless is one of these... KDDI in Japan uses the openwave platform for their MMS and picture phones. Outsourcing mature businesses to cheaper third world countries is part of the evolution process that keeps competition brisk... and nobody seems to care about it until we have a recession (which seems to happen every 10 years doesn't it). Lizzie