I admit - I am stumped. I have spent better part of my life in technology and it was the driving force of US growth. I thought I understood economics and the marketplace well. I have heard the rationale some analyst use to explain this phenomenon. There are obviously many very smart people on this board hence I solicit your opinion. Why? Obviously to the software sector it must have something to do with the Y2K hype and overspending. It can't explain it away however, every sector of technology is ailing.