[IP] more on NYTimes.com Article: What Went Wrong?
Begin forwarded message:
From: Newmedia@xxxxxxx
Date: April 25, 2004 1:27:53 PM EDT
To: dave@xxxxxxxxxx
Subject: Re: [IP] NYTimes.com Article: What Went Wrong?
Dave:
Since I'm quoted at the end of the article, my opinion might already
be sorta represented but here goes . . .
The capital markets largely de-allocated resources from tech following
the bubble-burst and focused their own internal "problems" -- so
investors have (mostly) been on the sidelines and there are very few
analysts nowadays who dig in and try to figure things out. Meanwhile,
big changes in services-based architectures are coming -- often built
from the semiconductors on up through the user interfaces -- that will
substantially change the leadership in the ICT industry . . .
challenging all the participants (once again) to get with the new
"Virtual Computing" program.
Mark
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