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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mr.Fun who wrote (3175)	6/26/1999 3:08:00 PM
From: gdichaz	Read Replies (2) of 54805

To Mr.Fun: You clearly are an expert, so I would appreciate your informed view. I bought Cisco in 1990 and am very happy I did. It clearly developed into the gorilla in networking (altho early on Wellfleet looked more promising in the early 90's prior to its disasterous merger with Synoptics). Around the middle of the decade, it seemed to me that "networking" was too narrow a concept and that there was a convergence coming with the telecom equip suppliers such as LU and NT. So I bought them as a "base" for wireless and fiber equip supply. Qualcomm was my flyer in wireless and a little later UNPH in fiberoptics. All have done, and are doing, well. Right now do you see LU as the best bet among CSCO,LU and NT (altho you seldom even seem to consider NT a player at all)? Seems like that is your view. Do you suggest concentrating on LU period, or are you saying that in your view based on your knowledge and analysis, LU has the best shot at gorilladom in the emerging networking/telecom equip supply nexus? Cha2

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