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Tehnoloogia Oliver Peek 2003

Tehnoloogia Oliver Peek 2003. 1. Karm tegelikkus. 2. IT investeeringud 1980-. 3. IT investeeringud - Telco. 4. IT investeeringud ex Telco. 5. Price-to-sales suhtarvud. 6. 10 suurimat. Cisco Systems (CSCO) Microsoft Corp (MSFT) IBM (IBM) Intel Corp (INTC) Dell Computer (DELL)

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Tehnoloogia Oliver Peek 2003

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  1. Tehnoloogia • Oliver Peek • 2003 1

  2. Karm tegelikkus 2

  3. IT investeeringud 1980- 3

  4. IT investeeringud - Telco 4

  5. IT investeeringud ex Telco 5

  6. Price-to-sales suhtarvud 6

  7. 10 suurimat • Cisco Systems (CSCO) • Microsoft Corp (MSFT) • IBM (IBM) • Intel Corp (INTC) • Dell Computer (DELL) • Oracle Corp (ORCL) • Hewlett-Packard (HPQ) • Texas Instruments (TXN) • Qualcomm Inc (QCOM) • Applied Materials (AMAT) 7

  8. 10 suurimat vs. muud 4.6x 1.5x 8

  9. Mida ostetaks esimesena? 9

  10. Milliseid ettevõtteid vaadata? Peoplesoft (PSFT) – CRM, SCM E.piphany (EPNY) – CRM pure play I2 Tech (ITWO) – SCM main play Manugistics (MANU) – SCM JD Edwards (JDEC) – ERP Price-to-sales: 2.06x 10

  11. PC-business? 11

  12. The trend is your friend…Until it ends. 12

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