more on NYTimes.com Article: What Went Wrong?

[David Farber <dave () farber net>]

Begin forwarded message:

From: Newmedia () aol com
Date: April 25, 2004 1:27:53 PM EDT
To: dave () farber net
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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