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Pastimes : Triffin's Market Diary

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To: Triffin who wrote (26)4/20/1999 8:31:00 PM
From: Triffin  Read Replies (1) of 869
 
BRAIN CLOUD

TL, I'm going to have to think on this one awhile ..

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To: dave_s (4808 )
From: TLindt
Tuesday, Apr 20 1999 6:10PM ET
Reply # of 4812

>>>You are EXACTLY right.

Well I'm basing it on this...physical hardware isn't going exponential in the next 5
years....virtural hardware is.

Physical Hardware units lay the foundation for internet growth, not Physical Hardware
profit margin.

As soon as they get it....investors will shift into exponential Internet Virtural Hardware
Companies like CheckFree. ie the processor that makes a Bank work...like Intel brings
life to a Box. Same damm thing but no damm parts...just Virtural CheckFree Hardware
plugged into a Bank and who wa la.

Like a NetB@nk, a Bank without the Branch and on a server....CheckFree the Post
Office without the Post Office & the CheckBook without the Checkbook.

EOM-------------------------------------------------------------------
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