Fortune’s David Kirkpatrick writes about some of the companies he thinks will do well in 2003:
AMD: continues to challenge Intel with well-conceived designs for PC microprocessors.
BEA Systems: middleware for enterprise software widely regarded as the best, despite vigorous competition from IBM.
Borland: multi-platform application development tools are perfectly positioned.
Dell: taking market share in every area of standardized hardware, including storage and networking.
Logitech: unstoppable maker of consumer PC peripherals.
Mercury Interactive: software performance measurement extracts value from what companies already have.
Nokia: cellphones are hot and this remains the undisputed leader.
Salesforce.com: its Net-delivered sales automation is defining a new approach. Expect an IPO this year.
Veritas: storage software for the multi-platform future.