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

To: Mike Buckley who wrote (12058)	12/5/1999 11:14:00 AM
From: sand wedge	Read Replies (1) \| Respond to of 54805

Mike, I would like to see more of a discussion about infrastructure and knowledge management. It's my belief that these two application areas are merging and a new basket of prospects will emerge. DCTM has already begin this transformation and I suspect the recent surge in that stock could partially be caused by this move. If DCTM can continue to convince the market they are a viable competitor to VIGN and IWOV, they will be rewarded like valuation.