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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (12043)12/5/1999 10:51:00 AM
From: Mike Buckley  Read Replies (4) of 54805
 
unclewest,

i never considered anything that monstrous for the cards.

I agree that they will be monstrous. That's why they call them smart.

As just one example, it's interesting that Schlumberger, the oil company that gets the stuff out of the ground and the ocean, has a smart card division. They are getting contracts from universities and cities that are using smart cards for things like parking meters so no one has to carry cash and no one has to retrieve the cash.

Smart cards will some day be ubiquitous, just as dumb credit cards are today. Figuring out the gorilla and royalty plays are something I've never taken the time to do. I imagine there will be several huge games going on at the same time related to smart cards.

--Mike Buckley
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