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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 (38931)	2/5/2001 2:26:50 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

I wonder if Scott McNealy has been reading our discussion of the Network Effect in between his swings at the AT&T Pebble Beach National Pro-Am? Note:Scott received the AT&T's MVP Award as the amateur who contributed the most strokes (35) to his team's score. With the theoretical discussion of Network Effect dominating the thread, up pops a sunw full page ad in the San Jose Mercury News: OPPORTUNITY to the nth power Today there are more users, more data, more devices and more bandwidth. And tomorrow there will be exponentially more of all of them. We call this the Net Effect and it is revolutionizing our industry, along with every other industry the Internet has touched. That's because the Net Effect is way more than just dot-comming processes. It is radically altering the economics of the network, creating incredible new opportunities for every king of business. To keep up, your net infrastructure must provide an easily "integratable" environment for your hardware, software, and services. What once was designed for thousands, or even hundreds of thousands, of users will need to be ready for millions... The ad gave me some practical points to ponder. Where better to gain benefit from the Network Effect than by investing in the networkers - the infrastructure gang? For me, this means sunw and csco, who offers the "easily integratable" solution as opposed to the "best of breed" approach that an analyst recently suggested would be their ruination. uf