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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jill who wrote (7936)10/9/1999 3:28:00 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> Are you considering adding CSCO back in--?

Not only am I considering it, Jill, I'm committed to taking a major position in Cisco again. It is a fabulous company, with a strong ipr position from which it leverages its hardware. As a result, they have gross margins in the 65% range. Even though they have grown to huge proportion, their end market is still full Tornado swirl, and Cisco has maintained the agility of a young Gorilla. Imo, it is as close to a sure thing as one can find in the tech world.

Perhaps one of our Cisco specialists, like JRH, can expand on this theme.

uf
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