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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (877)12/8/1999 3:07:00 AM
From: Seeker of Truth  Read Replies (2) of 1817
 
Exodus was probably the first to get into the web site hosting business, but that looks like something that's relatively easy to do, not so difficult as building a huge piece of reliable software. Intel has announced that they will be entering this field in a big way. It's a natural for IBM. They can sell themselves some of their main frames and do it. This gives them a captive market for some hardware, always a nice feature. They are advertising all over the place that they are the internet business facilitators; surely they will be in this business in a big way. I don't see much stickiness here. If I don't like the local IBM people's performance I can switch to Intel or EXDS. All this may not stop it from tripling in this month. In this market anything can happen,eh. But it doesn't look like a gorilla. JMHO.
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