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Strategies & Market Trends : 50% Gains Investing

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To: JSB who wrote (15745)	2/13/2000 12:46:00 PM
From: Richard Tsang	Read Replies (1) of 118717

Jeff, what Inet? Don't touch portals. Infrastructure plays will continue to boom. The Inets will continue to spend money to build and maintain. Technologies in hardwares and softwares are changing so fast that many of them cannot keep up with the pace due to lack of financial resources to build. Just my 2 cents. I still like BLSW, holding up nicely on a down day. My biggest single holding right now. Their Sapphire/web and XML products will continue to benefit, just like the way I like Sagavista from AGS. Big companies don't want to dump their legacy systems. Rich

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