Gregory Ness

Virtualization Demands Will Drive the Next Network Revolution

Dave:

I don't provide investment advice. Each of these companies has their own internal financial dynamics, etc which I don't track as I'm tech-foocused. I'm long VMW, SVVS, AMZN, SNDK and am watching CSCO as their UCS evolves. I'm not betting that they'll dominate but rather that as a set they'll have a disproportionate advantage based on their market positions and technology. I like SNDK because of the rise of flash memory; SVVS because of their cloud savvy and VMW because they seem to understand hte importance of the network and phase 2 virtualization. I think AMZN is also well positioned. Again, I'm looking at tech withj a 1-2 year horizon.

Thanks,
Greg