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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Sunny who wrote (4686)8/6/1999 1:05:00 PM
From: Apollo  Read Replies (1) of 54805
 
Sunny:

As to which category, I am looking for some guidance

My view is that this is a technology economy, quickly migrating to an Internet economy. The rest of the world is years behind, and will need all this technology to stay up with the USA.

Therefore, categories of interest to me are those that facilitate the internet, more hardware than service. Networking equipment, telecommunications (like CDMA which is more data capable), storage.
But I am working hard to learn about web-hosting services, because of the general E-commerce story in which Forrester Research estimates 1999 commerce will amount to $80 billion in the USA; but by 2003, U.S. commerce will amount to $1.3 trillion. With this kind of growth in business to business e-commerce, web hosting and the like should do well. Probably not gorilla territory, but may be a repeat of Dell, AOL like stories in terms of rapid growth. Examples include Exodus and Digital Island.

best wishes,

sTan
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