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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (7637)	10/20/2003 10:08:23 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 25522

You know, I really don't think anybody knows what is going on wrt tech spending Gartner Sees Tech Spending Accelerating Up to 2006 story.news.yahoo.com One huge problem is that this cycle may be dominated by consumer electronics, web tv, VoD and stuff like that, and consumer spending patterns are notoriously hard to predict. Also, my view is that this offshoring trend and its eventual reversal will impact tech spending fairly dramatically. I must say I am sorry Gartner is calling for growth, because usually betting against them is the winning strategy.