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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (3507)	7/6/1999 10:18:00 PM
From: gdichaz	Respond to of 54805

Mike: The major distinction will be that the new "appliances" whatever they are labeled will be interactive - reaching out and in, not primarily just sitting on a desktop processing data stored internally. Also agree that the new devices or appliances are much more likely to be specialized by primary function. Examples might be a handheld appliance (phone) docking station or a major flat screen with a box attached to bring in videos on call. Also some will be wireless, some various types of wire, and some a mixture. Predicting the shape of what they may be is difficult to foresee and we will probably all be surprised. A few thoughts. Cha2