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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (49426)	12/10/2001 10:46:15 AM
From: JHP	Read Replies (1) of 54805

BB why do you keep listening to a guy who did not see the tech recession coming? Why should you trust his thinking this year when he has been so wrong for so long? is it just hope? <<Here were Geoff's recent comments in regards to the enterprise market: ===== That all said, what I really wanted to reinforce is that I believe 2002 will be THE year of the incumbent gorilla, specifically in enterprise markets. People do not want to add company risk to all the other risks they are taking when they buy enterprise software next year, same with infrastructure, etc. So IBM, Microsoft, Oracle, SAP, Siebel should all have string years in my view. I also believe that the market as a whole should make a good recovery from the bottom, which I think we well and truly hit this fall. If you recall, one lesson of the past two years is that the tornado is not so interesting a phenomenon in the midst of a recession. But when the recession passes, it reasserts itself. What all this means is that in my view conservative Gorilla Game investing has never had a better chance than right now. Best wishes, Geoff

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