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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (32712)10/2/2000 1:11:37 PM
From: Bruce Brown   of 54805
 
Bruce, I hope these comments are helpful. I'd like to hear your views on things, or from anyone else.

Thanks a ton and a half, Apollo. Excellent work. I'm well aware that it is a royalty play. The amount of growth is what interested me and how it relates to the entire data storage and transport industry as well as the equipment needed for an IDC.

I'm going to review the links you provided to get up to snuff simply so that I can understand the IDC business and the growth projections.

I appreciated your responses and thank you kindly for the effort.

BB
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