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

To: John Stichnoth who wrote (15000)	1/12/2000 11:26:00 AM
From: DownSouth	Respond to of 54805

I believe UNISYS is entering the fray, and EDS as well. All of these companies have incredible resources and a great deal of motivation to find new markets such as idc. EXDS is a pure play, and they are early, but the time in this market is early. Heck, have we declared the idc market as over the chasm? Are we still in Early Market? galahad@devilsadvocate.com