Comming back to the original point again,

Steve's post is interesting but I think it can be more plainly put:

Our field will be less impacted in 2008 downturn then it was in 2001
downturn, because the 2001 downturn was directly tech related and the 2008
downturn is not.

Details:

2001 collapse was Tech related, impacting mainly Internet ".com" companies
and companies that supported ".coms". This is our industry, as most of us
worked in ".coms" or similarly Internet based co.s, and we were hit
incredibly hard.

The 2001 collapse was based on ridiculous valuations for companies,
many with no solid business model to ever justify these valuations. Bankers
"pumped and dumped" Tech IPO's and made lots of $$$.

The rest of the economy wasn't nearly as effected, hence the NASDAQ, (tech
heavy), dropped from 5500 to 1500 in a period of months, and the Dow, (more
diversified), went from 10,500 to 10,250, (not sure about exact #'s but
they're close).

The 2008 collapse is Real Estate and Financial Services related. New loan
products were introduced, (CDO's, etc), allowing a large international pool
of investors to flood the US with cash. This went on for 8 or so years,
until the underlying assets, (often houses), became so ridiculously
overpriced, that no one was willing to pretend the values would keep rising,
and the whole house of cards fell down.

The 2008 collapse will affect a much larger market then just the Tech
sector, as all Credit Markets are hit. All markets will tighten, but Tech
will not be singled out.

(Note the scale of the credit market crisis could shift balances of power,
causing unforeseen havoc - keep in mind all US Stock Markets are worth less
then 1/2 of US Credit Markets).

As far as the international markets go, they'll be hit as well, but many
emerging markets are much more independent now, and so won't be as adversely
impacted by a US downturn.

The 2008 downturn will not affect our industry as deeply as 2001, it's not
as directly related to tech. Also we're on the leading edge for commerce,
entertainment, and have a thumb in virtually all markets, this is not going
to stop, although it will probably slow down.

Keeping all this in mind, 2001 was like the great depression for Tech, 2008
will still probably suck :(



-- 
Joseph Rich Rogan
President UX/UI Inc.
http://www.jrrogan.com
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