Zeev's Turnips Patch-No Politics (ZEEV)

[Alexander]

zeev

i agree we most likely go up from here, but I don't see a possible Nassacre. As stated before, i see two opposite trends fighting each other out in the market:
-on the negative side: the incumbents business models are being disrupted causing their CAPs to erode gradually.
-on the positive side: that disruption is caused by new emerging players

I still see this latter trend getting more momentum and hence imo, will give the market an upside bias.

the last 3 years CIOs have been in a cost cutting mode, new they are focused on generating revenues by investing in new IT projects.

just my humble opinion

alexander