The New Economy and its Winners | Stock Discussion Forums

Sponsor

To: bob zagorin who wrote (32873)	6/1/2007 4:21:39 PM
From: Lizzie Tudor	of 56252

no I just don't like things that sell to IT depts. That is software and some hardware like PCs, SAP and things. I think CRM is sortof a hybrid. A sales force might buy it, due to the low initial outlay and thats probably a pretty good market to sell to. But IT, the dept with the CIO in charge and that area, is pretty much dead. If I2 still sells there, forget it. They need to branch out to an internet play or sell to consumers of their product, not to IT. As for optical equipment, thats differrnt, that sells to carriers who are buying to create their core product, it is not an infrastructure buy for companies that create something else, like an IT buy is. Apparently the street makes no distinction and calls IT everything technical but I am only down on the classic purchases made by depts under the CIO for ongoing efficiencies. Those are perceived as costs by the buying org and with IT offshore, its too hard of a sell. thats jmo.

Share	Recommend \| Keep \| Reply \| Mark as Last Read \| Read Replies (2)

To: Bill Harmond who wrote (32877)	6/1/2007 5:10:33 PM
From: Lizzie Tudor	of 56252

nothing wrong with india, I just don't think its an easy sale for a US company to sell there. IBM might grow with an indian expansion. Not a small company like I2. They have to fly out there and pitch every deal, forget it. They are competing against every other niche player in India. This is one reason we see so much consolidation in software. Companies like Micrstrategy which are concerned with mining web based data (and other data but the web has created monstrous amts of this stuff) WOULD HAVE been the best investments of this decade. But the offshore component of IT came along and forget it. The big guys will take this with their indian salesforce or Infosys will take it. Since I am looking for new, growth opps I would rather have something growing in the US than India. India comes later, once a business is mature, and then I am less interested.

Share	Recommend \| Keep \| Reply \| Mark as Last Read \| Read Replies (1)