Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (176481)	1/14/2004 4:20:41 AM
From: Amy J	Respond to of 186894

Hi Lizzie, RE: "I actually think tech is pretty bad." What area? IT? Am curious where. I had a meeting Tue with a large company's IT global nw dept that manages their company's 200 buildings. This IT group is finally looking into the future. No more cuts, no more virus distractions (let's hope), no more consolidations. They are doing pilot studies for new technologies again and VoIP is at the top of their priority list - this is a significant change compared to last year, where voip was simply a nice idea, now it's a "must do" so things have improved on this front - probably due to Cisco's marketing efforts over the past year. Other IT top projects are upgrades to wireless networks. There's nothing more exciting than seeing IT people focused on new stuff again. But IT looks like its been cut by 30%, and with the same workload. This might be the year for the return of the IT consultant. RE: "infrastructure IT has moved offshore and is becoming commoditized as far as productivity is concerned. There is no purchasing power in offshore IT, but US consumers still have purchasing power and, voila- infrastructure merges with consumer." Commoditization happens when there's no platform change. Apparently mainframe biz had all the apps - processor, database, mail. When a platform change occured and Windows came along and replaced all of that, the industry entered an innovative phase due to a platform change. Then the Internet platform came along and again innovation. In the communications world, the platform is changing to voip. This platform change will drive innovation. Some of the telco folks couldn't even sell a Cisco product to a customer that was handed to them on a silver platter. RE: VCs hiring offshore VCs are like sheep sometimes. They initially struggled to understand and then cautioned us about offshoring, back when we were educating them on it and explaining it. Now that it's a fad, they have carelessly tossed out all caution to the wind, and are glammoring for more, when in fact, cautious moderation is more appropriate. Some of the VCs seem absolutely clueless to the IP theft overseas. It's not like entreps report about it to anyone other than themselves. VCs don't always think independently, tend to act like a herd. I wonder how much USA money they'll waste thru IP theft. They should be a bit more careful and strategic in where and how, including keeping certain things separate in different places. Regards, Amy J