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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (3406)7/4/1999 10:33:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
all those cheap computers are going to need servers to store or route PC info., etc.

That's where I think King and Gorilla investors can formulate some long-term investment strategies that don't require knowing exactly what the status of the PC will be at any point in time. Instead of focusing on the device, we can focus on how the data is delivered and stored because, regardless of the device used to communicate, we know more and more data has to be delivered and stored.

--Mike Buckley

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