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

To: Michael Kimmel who wrote (25935)	6/6/2000 7:36:00 PM
From: gdichaz	Respond to of 54805

Micheal: Beautiful. I can say that here because Ramsey is not here, no? Of all the complexities I have studied since I started trying to learn about wireless and fiberoptics, data is key. As I used to send fun stuff back and forth on the old AOL/Fool Networking thread with two people who seemed to be willing to expand "Networking", Mike Buckley and the person who was then "Merlin" CTraut, we tried to see where all the rapid data "networking" was headed. CTraut who I respect for her vision suggested that the telcom folks were where to look. So I did. That began my interest in what is now the Telecosm. But at base, it was data. Again, I know, it is boring to those of you who couldn't care less about the technologies themselves which are the key to gorillas or kings or princes or ... But then, without a "setting" all that Geoff Moore says is without context. Voice in the wilderness I know. But, what fun it is to see ahead (blurred though that may be) Perhaps because I am so old, I enjoy not looking back. Again, best. Cha2