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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (53353)	1/2/2003 12:11:04 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Thanks, Jerry. Hope you had a great celebration, and that it continues for 365 days. uf

To: DownSouth who wrote (53353)	1/3/2003 2:11:17 PM
From: stockman_scott	Respond to of 54805

SoundView predicts tech gains in '03 marketwatch.com <<...2003 will still be a 'hangover' year in IT spending. The rule of thumb in any IT spending recovery will be "last to be cut; first to be funded." In 2003, the strongest evidence of "pent up" demand can be found in "run the business" infrastructure categories, including storage, PCs, enterprise resource planning software and select systems management software -- but not in new applications for Unix servers. But, if the economy does not cooperate, the "recovery" in spending could be delayed until 2004...>>