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Smaller cycle this time...
Remember that not all of the buying in '99 was purely cyclical replacement. Much was bought in preparation for Y2k. Afterwards, companies had extra capacity. This contributed to the bubble burst also, because the extra capacity wasn't just sloughed off, but used to push out upgrades a little further. We bought a new mainframe pre-y2k, dedicated just to parallel testing of our production environment. So, the summary of effects is:

1) More buying done at one time, pre-Y2K, than should be expected again at any cyclical time. Y2K caused purchase of extra capacity. This pushes out the next cycle. We should not expect such a large peak this time as a result.

2) Y2K forced synchronization of all companies' cycles, which were usually staggered. This makes buying cycles more apparent in the industry, until they diverge again over time. Revenues should become more continuous over time.
Posted by: techboy_z   Posted on: 04/09/04 You are currently: a Guest | Members login | Terms of Use
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They'll Never Learn  SublimeDaze | 04/08/04
It's the 5 year cycle  voska | 04/08/04
Smaller cycle this time...  techboy_z | 04/09/04
when does the 2001 hangover kick in?  middle of nowhere | 04/08/04
Hangovers  SublimeDaze | 04/09/04
Or maybe they learned too much...  el1jones | 04/09/04
They WILL Never Learn  Art Jones 3 | 04/09/04
partying with my money ?  M_c | 04/08/04

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