(Untitled)- June 9, 2002 Foreign Investors as a Contrarian Indicator From the WSJ: "If you did the opposite of what the European investors did in the past few years, you would have made a lot of money," said Lakshman Achuthan, managing director of the Economic Cycle Research Institute. "When we were beginning the recession, nobody believed it because the trend had been up for so long. Now, with the bad-news trend so entrenched, with the recovery here, nobody believes it. There's an error in pessimism here." Of course,.http://radio.weblogs.com/0103609/categories/techEconomics/2002/06/09.html#a31 (Untitled)- June 7, 2002 This is s-w-e-e-t Red Hat accusses Sun of "Microsoft tactics" in it's new distribution agreements for StarOffice 6.0 What are those loathsome tactics Well, charging for it, for one. It seems that less than $10 is too much to pay for a complete office suite. In the past, Sun's StarOffice was free to consumers, but the company began charging for the product with the release of version 6. With that version, Sun also started charging companies like Red Hat to bundle the product in their versions...http://radio.weblogs.com/0103609/categories/techEconomics/2002/06/07.html#a30 (Untitled)- June 7, 2002 "Crazy" Ralph is at it again Ralph Nadar has decided that the government should limit it's buying of Microsoft software and go open source. Interesting release from the Citizen's Against Government Waste, to the effect that the idea would wind up costing the government more money and set a frightening precedent for government picking winners and losers in competitive industries. I think Ralph, along with many activists, has as knee jerk, deeply ingrained problem with powerful authority...http://radio.weblogs.com/0103609/categories/techEconomics/2002/06/07.html#a29 (Untitled)- June 6, 2002 IT Managers are increasing their IT spending CIO Magazine indicates that tech spending seems to be increasing. At least among the readers of CIO magazine.http://radio.weblogs.com/0103609/categories/techEconomics/2002/06/06.html#a28 (Untitled)- June 6, 2002 Sweaty Palms on Bloombergs I was talking with someone in my brockerage office about 20 minutes ago, and she was bemoaning the Intel news and was concerned for the market tomorrow. I made a light comment about it and she came back very seriously with the big list: War in the mideastWar in East AsiaTerrorismAccounting Issues These issues were obviously very top of mind for her, and it's probably not unreasonable to extrapolate that she gets it from her environment. So the question is, if...http://radio.weblogs.com/0103609/categories/techEconomics/2002/06/06.html#a27 (Untitled)- June 6, 2002 Laugh of the day Brian O says: Why are companies making any money Christopher M says: because they're not buying computers.... ha ha hahttp://radio.weblogs.com/0103609/categories/techEconomics/2002/06/06.html#a25 |