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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: michel petit who wrote (1407)3/5/2000 4:31:00 PM
From: stockman_scott   of 1817
 
<<Smart cards are going to secure B2B,B2G and G2C commerce.
Do you think companies like DKEY,LTNX,PCIS and TVGTF could become the next Gorillas?>>

michel: Good Question...I'm quite fully invested at this time. Yet, I'll have to look into some of the firms you mentioned. There are many GREAT opportunities right now. I prefer to invest in less than a dozen very high potential firms. I also choose to focus on 'my best prospects' and have most of my money in my core positions.

Thanks for sharing. You are right that smart cards have a lot of promise. The standards may need to be more clearly defined but there is a BIG potential market for them.

Best Regards,

Scott
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