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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (9557)	11/4/1999 1:27:00 PM
From: Uncle Frank	Read Replies (1) of 54805

Cisco is one of my favorite Gorillas. It is already mature, but still growing with its tornado. I have been looking for a re-entry point (a la tekboy's operation Catfish), and have been surprised by a lack of run up going into next Tuesday's earnings report. There was a rumor a few weeks ago that csco would miss profits, which a Cisco spokesman quickly dispelled. BUT, any slowdown in top line growth or gross margins could cause a temporary dive. The following article seems to address that possibility for me: news.cnet.com What could be better than buying Cisco at 50 for a Gorilla gamer? I think we should keep our eyes on this mighty enabling Gorilla. uf

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