He is the president of The Seymour Group , an information strategies consulting firm. Well I guess like a lot of investors I'm sitting here hurting right now, from losing money today. It was an amazing day in the market. The trick is gonna be to repeat that kind of thing in what I think is going to be in some ways a very difficult year. All right, well let's get right into that.
Computers is a pretty short list.
Those are neither workstation nor PC plays but server plays. SUN just owns the business for higher end servers for the Web and DELL is doing well and going to do a lot better this year in conventional servers for local area networks and business. On the SUN side of the equation, it's whether in fact the web continues to grow as fast as it has been growing. I think in both cases the answers are positive. The web is going to continue growing and rapidly and SUN is going to sell a lot of web servers, and in corporate America DELL is going to continue to do well and in fact keep doing better in selling corporate servers, file servers.