IMO we could see some more weakness near term...some more panic selling in the big guys could finally set the stage for the upturn...this market is really tough!! I can't help but think this future bottom is a very significant one...this consolidation has lasted much longer than I thought.
I might be biased but this market weakness doesn't correspond with the level of activity I'm perceiving in the industry
IMO, There is a Drawinian Darwinian selection process going on..IT managers are evaluating what will be the architecture in the enterprise for the next 10 years…this is a market were few will gain…and some have a lot to lose…
IT managers are evaluating how they are going to build the next enterprise architecture ...what the next building blocks will be and who will be the key vendors..
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