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

To: Ausdauer who wrote (27176)	7/2/2000 12:29:44 AM
From: Eric L	Respond to of 54805

Re: A few Gorillas and some Wireless thingamagubs in "Global 1000" << Why SanDisk will continue to underperform the NAZ >> Cool Post! Pay attention, Tek. You're cool too. Here are the 20 top companies from BUSINESS WEEK's "Global 1000": (including market value in billions of U.S. dollars) 1. General Electric (NYSE: GE - news) U.S. $520.25 2. Intel (Nasdaq: INTC - news) U.S. 416.71 3. Cisco Systems (Nasdaq: CSCO - news) U.S. 395.01 4. Microsoft (Nasdaq: MSFT - news) U.S. 322.82 5. Exxon Mobil (NYSE: XOM - news) U.S. 289.92 6. Vodafone AirTouch (NYSE: VOD - news) Britain 277.95 7. Wal-Mart Stores (NYSE: WMT - news) U.S. 256.66 8. NTT DoCoMo Japan 247.24 9. Nokia (NYSE: NOK - news) Finland 242.19 10. Royal Dutch/Shell Neth./Britain 213.54 11. Citigroup (NYSE: C - news) U.S. 209.86 12. BP Amoco (NYSE: BPA - news) Britain 207.51 13. Oracle (Nasdaq: ORCL - news) U.S. 204.01 14. IBM (NYSE: IBM - news) U.S. 192.49 15. Nippon Telegraph/ Telephone (NYSE: NTT - news) Japan 189.16 16. Deutsche Telekom (NYSE: DT - news) Germany 187.25 17. Lucent Technologies (NYSE: LU - news) U.S. 183.34 18. American International Group (NYSE: AIG - news) U.S. 173.50 19. Merck (NYSE: MRK - news) U.S. 172.87 20. Pfizer (NYSE: PFE - news) U.S. 171.52 - Eric -

To: Ausdauer who wrote (27176)	7/2/2000 12:38:34 AM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Nice quips, some very sound, but reality is not made by a turn of phase ... at least all the time. One of the questions I have about flash memory is the competition with rotating memory. When flash is delivering 32MB and rotating is delivering, or nearly, 1GB, there is a bit of a gap, a gap which is potentialy meaningful in digital photography considering the size of a high resolution image. And, in MP3, where the file size is no so big, what about options like Click at 1/10th the cost of of comparable flash memory unit. The market may have its passions, but it seems both of these contrasts are large enough to capture attention.