I think its also worth being careful to remember that the Nasdaq and the Dow
don't reflect the state of technology -- they are only mirrors that show
where people expect to get rich quickly. Infrastructure investment does not
necessarily mean greater profits in the short term (indeed, it probably
means loss), but it does mean that companies will continue to be viable ten
years from now in a vastly different market.
-- Kurt Cagle (Eternal Optimist)
----- Original Message -----
From: "Ken North" <[EMAIL PROTECTED]>
To: <[EMAIL PROTECTED]>
Sent: Sunday, March 18, 2001 12:50 PM
Subject: Re: Any slowdown ?
> << Today was yet another down day on NASDAQ. Lot of my friends in B2B
world
> have started to worry about their jobs and or disappearing stock options.
>
> Be cautious about the dot com Cassandra effect -- gloom and doom
predictions
> about e-business and B2B because of dot com failures.
>
> > My assertion is that the B2B infrastructure is embedded so deep in the
> organizations that any commitment by the management is relatively long
term
> and strategic in nature.
> There are many who agree, including myself.
>
> In fact, an IDC report ("Dot-Com Stocks Down for Good") predicts the
> e-business investment by established companies will grow more this year
than
> all of the venture money put into Internet startups since the invention of
> the Web:
>
> http://www.idc.com/viewpoint/content/122200vp.htm
>
>
>
>
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