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

To: Judith Williams who wrote (43340)	6/9/2001 12:44:32 AM
From: Thomas Mercer-Hursh	Respond to of 54805

But the most interesting aspect of his comments dealt with the future direction he sees in technology. He envisions a movement from the old server-based/PC generation toward an internet-based technology with explosive B2B usage over fat pipes. The old guard (CSCO, MSFT, SUNW, ORCL, INTL) will not, in his opinion, make this transition successfully and will pass the baton. I thought this remark was particularly interesting because he sounded a whole lot like Scott McNealy at that particular moment.

To: Judith Williams who wrote (43340)	6/9/2001 7:12:59 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

I'm not sure that Vilar's recommendations should be paid any attention to at all. It strikes me that his forte is talking, i.e. eloquence. Some of his past enthusiasms, e.g. for Ariba, could cost people plenty of money if they were persuaded to invest. It stands to reason that there is no tech guru of the stature of non-tech guru Warren Buffett. The reason is that you have to know the technology inside out to give a good judgement and who in the world can master all of photonics, genomics, object-oriented programming, gallium-arsenide semis etc. etc. So word from a recognized specialist is valuable but the words from a talker, such as, but not limited to, Vilar take up the band widths into our minds. So I think.

To: Judith Williams who wrote (43340)	6/9/2001 11:35:00 AM
From: Judith Williams	Respond to of 54805

BEA-- Overview of recent SEBL/BEA announcement from Matt Tomkins (Y2Krash on the Fool) and pertinent links on BEA. [Matt wrote the Rule the World article Bruce Brown cited earlier.] boards.fool.com --Judith P.S. Amusing to find that Matt has his own "Ellison hot air" indicator.

To: Judith Williams who wrote (43340)	6/11/2001 8:52:54 PM
From: HerbVic	Read Replies (1) \| Respond to of 54805

SEBL, I2, FIBR, and ONIS were players specifically mentioned as positioned for explosive growth (300%). Forbes just hit the mailbox. Ordinarily it would still be flat pressed against the coffee table waiting on a lift to the litter bin, but this time... this time I had just read your post concerning Alberto Vilar's Wall Street Week appearance. So, it was with this familiarity with the name that I read across the top of the magazine cover, "The Next Wave In Tech Stocks By Alberto Vilar." He has some good points on which to advance his thesis. In the broader perspective of the past few decades, Internet technology is a paradigm shift for all areas of business and it follows that there would be some disruption. The Internet is still here, despite the slowdown and companies that can WILL take advantage of it. Since the Internet is currently out of favor as a speculative play, when the growth story returns, the returns on growth should have more than the usual upside potential. But that's not the reason for my post. I just wanted to note that FIBR was not one of the companies mentioned in the article. He briefly touched on SEBL, HOMS, ONIS (though it was incorrectly labeled ONI), AKAM and ITWO. Regards, HerbVic