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Alexander

06/23/04 9:49 AM

#260399 RE: Zeev Hed #260380

Zeev

I have been doing a lot of checks/industry analysis/industry interviews and I can't help to notice there is a lot of activity...that have not led to revenues...companies are embracing new architectures...not all tech companies will be winners...but in my mind we are at the start of a multi-year transformation of how business is conducted....it really impresses me...I might be biased and I really try not to be...

In short there is mass-awareness, not yet mass-deployment of new technologies

alexander