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

To: fedhead who wrote (15900)	1/23/2003 11:33:02 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

I like ebay, amzn and yahoo but right now I am looking at the beaten down capex companies, Software Could Surge on Corporate Spending Thursday January 23, 2:30 pm ET By James J. Cramer, Wouldn't it be something if 2003 was the year of the enterprise in the way that 2002 was the year of the consumer? Last year, enterprise was a disaster. Companies simply stopped spending. But the consumer spent big, so the Best Buys (NYSE:BBY - News) and the Dells (NasdaqNM:DELL - News) did well. Now it looks like a reverse. I have Craig Conway from PeopleSoft (NasdaqNM:PSFT - News) on "Kudlow & Cramer" tonight and I am amazed at how nicely supply chain management and customer retention software spiked. Human resources software jumped up too. These are big, big tickets, and it's a nice change, especially given what we expected. biz.yahoo.com