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Hello partyofsix,

From the book, as of 9/15/97:

Supply Chain management-
Manugistics (MANU)

Browser and web server-
Netscape (NSCP)
Microsoft (MSFT)

Security Dynamics

Grandfather Gorillas-
Cisco (CSCO)
Intel (INTC)
Microsoft (MSFT)


1. McAfee became Network Associates (NETA)

2. There was some disagreement among the authors about whether to include NSCP in the portfolio (that is, at least one of the authors thought NSCP has been defeated by MSFT)

Sorry, I don't know the ticker symbols for the security stocks off the top of my head.


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