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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: John Carragher who wrote (688)3/6/1999 11:50:00 AM
From: Brian K Crawford  Read Replies (1) of 54805
 
From the "Things that make you go, hmmmmm" department:

From Monday 3/8/99 edition of Investors Business Daily

"Tech Winners and Losers"

Companies expected spending this year....

Projected Change in Technology Spending, by brand, 1999 versus 1998

Microsoft 69%
Cisco 60
Oracle 53
Dell 47
Sun 39
Compaq 36
IBM 33
EMC 33
H-P 28
3Com 14
Storage Tech 14
Bay Networks 11
Netscape 9
Novell 4
Computer Assoc 2
Informix -4
Sybase -7
Apple -27

Source: Soundview Technology Group, Inc.

The size of the strength in Cisco and Oracle surprised me.
Especially Oracle.

Gorillas in Win and Place positions with plenty of Kings
and Princes fighting for Show.

Brian
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