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


To: JohnM who wrote (48169)10/22/2001 10:57:41 AM
From: stockman_scott  Respond to of 54805
 
<<And, more particularly, I think the 9-11 events will speed the growth of storage, distributed computing sites, and wireless. Companies will insist on more than one level of redundancy for storage and rapid, perhaps real time, backup in offsite facilities.>>

I totally agree with you and I'm starting to hear some things from the venture capital front that may help validate this new trend.

Regards,

Scott



To: JohnM who wrote (48169)10/22/2001 11:03:24 AM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> I think the 9-11 events will speed the growth of storage, distributed computing sites, and wireless. Companies will insist on more than one level of redundancy for storage and rapid, perhaps real time, backup in offsite facilities. And they are much more likely to distribute functions geographically, which will increase pressures for speedier internet access in metropolitan areas.

Though recovery of the overall economy has been set back by 9/11, I've had the same thoughts about the impact on tech. I'd add b2c to the list of sectors you've mentioned. Lots of folks will be spooked out of shopping in malls, and will Xmas shop online. Might mean more revenue to the infrastructure gang.

uf