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


To: Thomas Mercer-Hursh who wrote (38407)1/25/2001 1:18:52 PM
From: Eric L  Respond to of 54805
 
<< Not to mention the virus filters we will start needing... >>

... and Certs & Keys.

"processing power" & storage ... lots more than today.

Component shortages for some of the new process stuff in this arena appears to b accountable for some of the 2.5G delays.

I just saw an estimated number for 3G Infra now to 2007 ... infra razors only, not thin client razor blades ... $600 billion to $1 trillion. Bet it is high side plus.

- Eric -