David Jackson points to a comment by <a href="http://www.thinkequity.com/mt-archive/2005/03/as_gooey_goes.html"Michael Moe who says that he US economy is now dependent on the health of Internet companies rather than industrial companies like GM: “Our view is that in the knowledge economy and global marketplace, growth will be driven by intellectual capital. The general ecosystem of Silicon Valley attracts brainpower, entrepreneurism and capital all necessary to propel the next big thing. …Specifically though, the ecosystem to support the Big 3 of Google, eBay and Yahoo! (GOO.E.Y.) will be a feeder of business opportunity for the next 20 years.”
David also mentions Jim Cramer and GERQY – Google, eBay, Research-in-Motion, Qualcomm and Yahoo.
What would be the Indian equivalent: WIST – Wipro, Infosys, Satyam and TCS?