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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (51209)5/3/2002 12:38:33 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
Correct me if I'm wrong

Can't resist an invitation like that!

First, mainframes were become replaced by mini-computers (or was it the PC?)

One would have a hard case trying to demonstrate the replacement of the mainframe ... have you noticed just how large that market still is? Not so awfully long ago I heard someone claim that something like 70% of the computer-based information in the Fortune 1000 was stored on mainframes.

Minis and PC did a lot more to create new markets than they did to displace the mainframe. We keep hearing about how mainframes are going to go away, but it just doesn't seem to happen. One might think that server farms and such were another indicator that their time was finally over, but I'll bet that 20 years from now there will be more MIPS in mainframes than there is today.
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