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

To: John Stichnoth who wrote (15430)	1/17/2000 6:26:00 PM
From: Eric L	Respond to of 54805

John, << The mention of SDTI was very brief >> I am most appreciative of you looking that information up in the original edition and summarizing it for me. It satisfies my curiosity, and gets me over a hump in the thought process of organizing my presentation. I did recall that the mention was indeed brief. << He does say, p 304, "None of these three markets has become a gorilla-game play as yet, althought RSA encryption for Security Dynamics is approaching that status; but they bear watching, . . ." >> ...and watching ... and watching. Having held a position in SDTI, I can assure you the tornado has not happened yet. I am enjoying the research for the project I volunteered for and am keeping an open mind about where the sector is in the technology cycle, whether RSAS is still the gorilla candidate I and others once thought it to be, and which of our threads it belongs on. Regardless of what I conclude I will present it on this thread and hopefully in an objective manner. - Eric -