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Strategies & Market Trends : Asia Forum

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To: MikeM54321 who wrote (4226)6/5/1998 10:37:00 PM
From: B Tate  Read Replies (3) of 9980
 
*** Way Off Topic ***

Mike

Great thumbnails! As an investor in this sector the one thing I would add is that your list of 11 companies will most likely be pared down to 8 or 9 this year and 6 or 7 by the end of '99.

I totally agree about Benson at CS. When he gets a bone between his teeth he is absolutely focused. One of the few people I've met who understands implementation. CS was originally his idea and now he gets to run the show. Time will tell.

Regards
bt
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