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Technology Stocks : Gartner Group (GART)

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To: Renee Scherb who wrote (11)	10/5/1996 6:42:00 AM
From: H Adams	of 37

It's good to hear from someone who likes all the same stock I do. I think Oracle is another good long term play. They will continue to be the dominant player in the database market. It is going to be interesting to see how the battle between Microsoft and Oracle plays out as they compete in the intranet market. They are battling over what will be the de facto standard for interfacing a company intranet to corporate databases. As the Internet and intranets continue to grow its going to be interesting how the major players in each current industry segment (softwarem network communications, telecommunications) conerge for market share. These larger players so big they need new markets to continue their earnings growth. Eventually they will battling each other so much, margin should decrease and growth slow down. The smaller niche players will be the ones with the highest growth rate, but also the greates risk. I am unfamiliar with the COmputer Task Force TSK. Could you please provide me some info? Just the opinion of someone who can't see past next week. HAdams

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