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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JohnM who wrote (48169)	10/22/2001 11:03:24 AM
From: Uncle Frank	Read Replies (2) of 54805

>> I think the 9-11 events will speed the growth of storage, distributed computing sites, and wireless. Companies will insist on more than one level of redundancy for storage and rapid, perhaps real time, backup in offsite facilities. And they are much more likely to distribute functions geographically, which will increase pressures for speedier internet access in metropolitan areas. Though recovery of the overall economy has been set back by 9/11, I've had the same thoughts about the impact on tech. I'd add b2c to the list of sectors you've mentioned. Lots of folks will be spooked out of shopping in malls, and will Xmas shop online. Might mean more revenue to the infrastructure gang. uf

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