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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (7658)12/30/2002 7:27:29 PM
From: MulhollandDriveRead Replies (2) | Respond to of 306849
 
**OT**

>>I have said that software is coming back but I don't see any heavy evidence of networking pickup- although things have stabilized but that is not a resumption in demand.<<

hi lizzie..

i heard an analyst discussing software this afternoon...and i just caught the very end of the discussion....but one of the issues the guy raised was unemployment and outsourcing...what he called "butts in the seat"....he said until you see enterprise hiring, software will continue to be weak.

i don't see the job growth, in fact i think we may soon the the "next wave" of layoffs as corporations continue to struggle with profitability and lack of top line growth...

what do you see as the real driver for software growth?



To: Lizzie Tudor who wrote (7658)12/30/2002 8:06:59 PM
From: tonyRespond to of 306849
 
I do think CSCO will be in single digits based on
everything becoming cheaper. And every
one in this economy cutting each other's throat.