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在高技术产业最近的经济衰退中出现了一种奇怪的现象:一些软件公司正急速发展起来。在 PC 硬件公司经历着历史上增长速度最缓慢的时期的同时,生产供公司使用的商务应用和基础设施软件的公司却成功地逆转了该技术市场普遍衰败的趋势。其中一些著名公司——如 SAP、PeopleSoft、Siebel Systems 和微软的股票仅在本月就上涨了超过40%。这种现象带来了一个明显的问题:鉴于软件和硬件一起运行,怎么可能在一个领域不景气的同时另一个却繁荣兴旺呢?专家们说这个问题的解释是基本需求。公司都愿意在经济滑坡时推迟进行硬件改良,但软件和应用的购买却不是消耗品,因为它们往往会立即带来成本节约和收入的增长。Wit SoundView 的软件分析人员 Kris
A strange phenomenon has emerged in the recent economic recession of high-tech industries: Some software companies are rapidly developing. While PC hardware companies have experienced the slowest period of historical growth, companies that produce business applications and infrastructure software for companies have successfully reversed the general decline in the technology market. Some of the well-known companies such as SAP, PeopleSoft, Siebel Systems, and Microsoft’s stock only rose by more than 40% this month. This phenomenon has brought a significant problem: Given that software and hardware are operating together, how can one prosper in one area while the other is prosperous? Experts say that the interpretation of this problem is a basic requirement. Companies are willing to postpone the hardware improvement in the economic downturn, but the purchase of software and applications is not a consumable because they often bring immediate cost savings and revenue growth. Wit SoundView’s Software Analyst Kris