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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: OldAIMGuy who wrote (7906)	7/8/1999 8:36:00 AM
From: JZGalt	Read Replies (1) of 18928

For JBL, it's not a matter of who wins, because they will get business from whomever the winner is! Great analogy Tom. One of the things I've looked for in technology companies is how widely spread out are they into the fortune 500 area if they are in the front of technology or how widely are their products used or have alliances with other leading technology companies if they are further back in the "infrastructure". My analogy is something like this. In the 1849 gold rush a few of the 10's of thousands of gold miners that rushed into the hills got rich. All of the store front operators and saloon owners that sold picks, shovels, whiskey and other supplies prospered and Levi Strauss became.... Well you know the rest of that story. <grin> My goal is to find the Levi Strauss's of the internet while keeping food on the table with those store front operators. NTAP - DELL, IBM SEBL - Fortune 500 companies LGTO appears to be one of those store front owners. HP alliance replaces (partially) the alliance HP had with EMC. marketwatch.newsalert.com confirmatoryanalysis.com ---- Dave

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