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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: Smart_Asset who wrote (1903)	3/23/2000 7:30:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 4808

Tamson F., This helps put things in perspective; MERRILL LYNCH ANNOUNCES TECHNOLOGY ALLIANCE WITH CLAYTON M. CHRISTENSEN AND GEORGE GILDER NEW YORK, January 10 - Merrill Lynch is pleased to announce an alliance between the firm's Technology Group and leading technology experts Clayton M. Christensen and George Gilder. The relationship includes staging two joint conferences and a series of conference calls for the benefit of Merrill Lynch's clients. The parties will also work together to identify major trends in the industry and their implications for companies and investors. "We are excited to be working closely with Clay and George, two of the most astute technology observers on the scene today," said Steven Milunovich, manager of Technology Research at Merrill Lynch. "Their insights will be incorporated into Merrill's analysis by our global team of 67 technology researchers." Messrs. Christensen and Gilder will also be joining Merrill Lynch's prestigious TechBrains Advisory Board, a group of leading-edge thinkers assisting Merrill Lynch's analysts in staying ahead of major developments in technology. "I'm anxious to apply my work to real world situations," Mr. Christensen said. "The Merrill Lynch Technology Group will help identify disruptive technologies and their impact, which should be a benefit to both investors and vendors. George and I have high hopes for our partnership with Merrill. We intend to influence the direction of the industry." Mr. Gilder said: "The ascendant telecosm trends I identify match up well with Merrill Lynch's ascendant technology franchise. Now the investment implications of the new economy about which Clay and I write will be even clearer. We look forward to joining with Merrill to bring our ideas to Wall Street." Clayton M. Christensen Clayton M. Christensen is a professor of business administration at the Harvard Business School, with a joint appointment in the Technology & Operations Management and General Management faculty groups. His research and teaching interests center on the management of technological innovation, developing organizational capabilities and finding new markets for new technologies. Mr. Christensen's book The Innovator's Dilemma received the Global Business Book Award for the best business book published in 1997. His writings have been published in The Wall Street Journal, the Harvard Business Review, Business History Review, Research Policy, Industrial and Corporate Change, Strategic Management Journal, Production and Operations Management, the European Management Journal, Management Science, and Engineering Management Review. He advises many of the world's leading corporations on matters concerning their management of technological innovation. George Gilder George Gilder is President of Gilder Technology Group and editor of the Gilder Technology Report. He is also a Senior Fellow at Discovery Institute where he directs Discovery's program on high technology and public policy. His investigation into wealth creation led Mr. Gilder into deeper examination of the lives of present-day entrepreneurs, culminating in a book, The Spirit of Enterprise (1986, 1992). That many of the most interesting current entrepreneurs were to be found in high technology fields also led Mr. Gilder to write the best-selling book, Microcosm (1989), in which he explored the roots of the new electronic technologies. A subsequent book, Life After Television, (1992,1994), is a prophecy of the future of computers and telecommunications. This book is a prelude to his forthcoming work on the future of telecommunications, Telecosm. Mr. Gilder is a founder of and contributor to Forbes ASAP, and a contributing editor of Forbes magazine. He hosts the annual Telecosm Conference sponsored by Forbes and the Gilder Technology Group. The Merrill Lynch Technology Group is dedicated to establishing itself as the leading investment banking, research and sales/trading group for technology companies and investors. More than 90 bankers work with companies located in Silicon Valley and around the world. Equity research includes 67 analysts following 370 technology companies globally, while our technology specialty sales force numbers 10 experienced professionals. Merrill Lynch is one of the world's leading financial management and advisory companies with offices in 44 countries and total client assets exceeding $1.5 trillion. As an investment bank, it is the top global underwriter and market maker of debt and equity securities and a leading strategic advisor to corporations, governments, institutions, and individuals worldwide. Through its Asset Management Group, the company is one of the world's largest managers of financial assets, which total approximately $514 billion. --Contact: Joanne Tutschek (212)449-7278 Joanne_Tutschek@ml.com Susan McCabe (212)449-0389 Susan_McCabe@ml.com Steven Milunovich (212 Now ML has gone on to support TERN; One of Gilder's current favorites. The only problem is that TERN is in real trouble in that sCDMA is not winning in the DOCSIS cable modem wars like QCOM did in wireless. The only DOCSIS compliant modem that TERN has is one they resell from Toshiba. The CMTO SI board posts show how the market may be moving from TERN. When I read about his storewidth theme I was surprised how little work was actually done on the topic. After hanging out on these threads for a couple years had much greater expectations. I bought EMC because I wanted to own a storage software company and decided that EMC is as much about data management as anything. Anyway is is clear that the Gilder has influenced ML public stance. SSB and Morgan Keegan seem to really want to understand the evolution of data and SANs.