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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Judith Williams who wrote (43340)6/9/2001 12:44:32 AM
From: Thomas Mercer-Hursh   of 54805
 
But the most interesting aspect of his comments dealt with the future direction he sees in technology. He envisions a movement from the old server-based/PC generation toward an internet-based technology with explosive B2B usage over fat pipes.

The old guard (CSCO, MSFT, SUNW, ORCL, INTL) will not, in his opinion, make this transition successfully and will pass the baton.

I thought this remark was particularly interesting because he sounded a whole lot like Scott McNealy at that particular moment.
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