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Technology Stocks : Son of SAN - Storage Networking Technologies
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To: J Fieb who wrote (1720)1/17/2000 1:53:00 AM
From: Joe Wagner  Read Replies (1) of 4808
 
It may be a good idea to create an ASP Thread. I think it should be focused on the key technologies that enable ASPs, along with discussions on the future of ASPs and what types of companies people expect to emerge. I personally prefer to invest in the companies that sell the technology rather than actual ASPs. I bought some GOJO which is an ASP enabling software company. Another one I have seen mentioned, is I think called Citrix or something. I think the most important thing about ASPs is they will drive demand for more storage and more bandwidth, which will increase the growth of companies selling network infrastructure. Most of my investments are in network infrastructure companies.

Regards,
Joe
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