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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 (15663)	1/10/2003 3:10:25 PM
From: Lizzie Tudor	Respond to of 57684

I've seen this posted some other places.. a few comments.. Bill McAleer, Voyager Capital, Seattle Favorite sectors: WiFi/802.11; corporate instant messaging; security, fueled by large government expenditures; business process management (BPM) software. BPM software- I am staying away from this until I see how they make it actually work. I don't believe it works. This is supposed to do something like a "3 way match" transaction against multiple platforms where your financials are jdedwards, and shipping oracle apps etc., connecting these transactions "seamlessly". Sounds fine on paper but not really feasible in practice, its a rehash of the old crossworlds if you ask me. Tibx and webm are the recipients of this trend if one exists, imo. New Year's resolution: "Help to defeat any Tim Eyman initiatives." <- who is Tim Eyman Robert Nelsen, Arch Venture Partners, Seattle Comeback company: JDS Uniphase <- Wow, jdsu really? I think they are dead, their management will leave and somebody else will pick up the scraps. There is a discussion on the jdsu board about their passives business in china which has been commoditized by the fallacy of IP wrt chinese production. Dying company: "Most of the dead ones are already dead." <--- most if not all, the remaining "dead" companies will be bought imo Chad Waite, OVP Venture Partners, Kirkland Favorite sector: Network data. Comeback company: Loudeye Corp. I don't know what loudeye does but there is a lot of interest in the company judging by the number of trades I see go by on the ticker.