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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (15433)	12/20/2002 2:10:20 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

I think business investment is improving right now. I'm getting a bunch of calls about projects, anyway. Thats my personal pipeline for large infrastructure IT projects. There is a 6mos window for actual deployments so no dollars coming through yet. Still it is much better than last year when there was no activity at all. For me to get a call on December 19 at 8pm means somebody is staffing something. That is usually a dead period even in good times. I think the best bang for the buck if capex comes back are the really beaten down companies in software, storage and networking- the enterprise stuff because thats where the recovery is. The consumer may well be tapped out but that won't matter if we get corporate recovery. L