CONTACTS 

SUBJECTS
Recession Reduced Earnings Stock Prices Decimated
Computer Software Enterprise Sector Earnings Sales Decline
Enterprise/Knowledge Management Does Not Improve Productivity, Reliab

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2906 - Summary/Objective
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290701 - Follow up ref SDS 99 0000, ref SDS 98 0000.
290702 -
290703 - Reuters article today reports earnings of enterprise software makers
290704 - will fall short of forecasts. ref OF 12 0001
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290706 - Within the broader software sector, e-commerce players Commerce One
290707 - Inc. NasdaqNM: CMRC and Art Technology Group Inc. already have issued
290708 - notice that their quarterly results would fall short of previous
290709 - forecasts. ref OF 12 YI5O
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290711 -      [On 010703 entire software sector reporting falling sales,
290712 -      earnings and stock prices. ref SDS A1 0001
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290714 - Oracle recently said they thought the worst was over and that several
290715 - large corporate deals that crumbled in previous months were being
290716 - revived, ref OF 12 EJ6M,
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290718 - Continued softness in the United States economy and weakening
290719 - conditions in Europe will cause some enterprise software companies to
290720 - lower guidance during second-quarter earnings calls in late July. The
290721 - September quarter is likely to be quite tough for the sector as a
290722 - whole. ref OF 12 UK7I
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SUBJECTS
Connecting Dots Utopia Solves Too Many Problems Falling Productivity,
Connecting Dots Technology to Improve Management Productivity Earning

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330502 - Connecting the Dots...... Demand for Knowledge Management
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330504 - Follow up ref SDS 99 MZ7G, ref SDS 98 MZ7G.
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330506 - If people are not buying enterprise software, then it is not viewed as
330507 - improving productivity, per Morris' analysis on 010623. ref SDS A0
330508 - LY9K
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