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To: Hardly B. Solipsist who wrote (17818)	1/14/2003 11:04:43 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 19079

t's unlikely that this is the last time that people will go nuts and throw too much money at emergent high-growth sectors. no doubt, but it's equally unlikely that the mania will return soon, and be led by the same now-bankrupt lemmings as before. much more likely is that another asset class will gain investor favor. maybe a miniboom in tech investing in 20 yrs, then a real bubble in 50 years. in the meantime, i would expect other asset classes to lead.

To: Hardly B. Solipsist who wrote (17818)	1/14/2003 12:33:18 PM
From: Lizzie Tudor	Respond to of 19079

She is concerned that the bursting of the bubble has been destructive of the up-and-coming small tech companies At least we have google. And as for stocks, there are already a group of leading (smaller) tech companies that seem to be the strongest in this move off the oct lows, which fwiw I think will prove to be THE lows, anyway these are companies like NXTL and BEAS. So maybe the emerging strength is in companies that are already public this time, since everybody went public in the 90s even when they technically probably shouldn't have. BTW on this issue of growth in tech, I think it is all stemming from the sluggish PC sales (although personally I think PCs have to start moving soon because Websphere needs more than a PII and IE 6.0 is required for an XML parser and tons of companies out there are still running Netscape 4!) but anyway we have areas in software that are growing at a 30% clip such as app servers, and for that matter all of online retail is growing 30%- and this was in a recession. Personally I think online sales will likely grow in y/y growth rates closer to 50% in the upcoming years, the old "tornado" growth curve. So its not like there is no growth in software, or wireless/wifi, or broadband. Its just that all of tech is not growing at once. L