Jim Mendelson
Jim Mendelson
basis blocks build building clearly companies core demand driver internet leverage momentum perspective primary providing sector software strength supporting technology trying
Right now, the primary driver of demand in the software sector as a whole is clearly that everybody's trying to build out an e-business infrastructure and to leverage the Internet as a basis for doing business. Today, we see a lot of momentum and strength in the companies providing the core building blocks from a technology perspective in supporting this e-business infrastructure.
boom pressure questions relevant stocks year
These two stocks have been under pressure this year because of questions about how relevant they are to the boom in e-business.
greatest linux momentum near relative top
Linux is right up near the top where the greatest relative momentum is heading.
context define earnings hard until
Until we see all the earnings reports, it's hard to define the context clearly.