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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Larry S. who wrote (47038)	9/24/2001 3:47:45 AM
From: Bruce Brown	Read Replies (1) of 54805

The Internet is likely to become an even more major and widely used medium. Everything from video conferencing, to conducting business, to managing inventory, providing catalogues, promoting sales, etc. Data storage, data transmission, etc. But, we already knew that before Tuesday, September 11... I think video conferencing is going to be one of the very biggest winners. Appreciate thoughts and companies that have the potential to be the leaders, perhaps even gorillas and kings. I would caution that the focus on video conferencing may be simply a short term focus blip at the moment. It's been around for years and has never really taken off. Air travel and business travel will resume. Then again, one simply watches the earnings and the growth within a niche industry such as video conferencing to see if indeed a trend develops which signals a major switch. Plenty of time for that to unfold and no reason to rush into something that may not unfold as 'predicted'. BB

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