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Number 4-ranked computer software ($315B, +2 percent; with $10B to print, -2 percent) will boot up in packaged software ($52B, -7 percent) as Microsoft launches its biggest ad campaign—not for the "Longhorn" product to debut next year, but to defend Windows 2000. Meanwhile, network and mainframe computing ($112B, +10 percent) is outperforming all forecasts, as with Juniper Networks doubling revenues in Q1 '05. Hosting and memories and storage ($130B, 0 percent) are stalled except for Yahoo and Google.
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- People:
- Vincent Mallardi
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