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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Dr. Id who wrote (10033)	11/9/1999 5:55:00 PM
From: Bruce Brown	Read Replies (1) of 54805

Cisco CC is going well (a half hour to go). They continue to see their goals of 30 to 50 percent year over year growth for several years going forward. This quarter happened to be 49 percent! They are much more optimistic concerning Y2K that previously. If there is any slowdown, they see it as a flat quarter, but it is still pretty much a wild card, but they are more optimistic. However, they confirm it is only a one quarter blip and spending will resume as expected in February. Stock is trading up over 77 in after market hours. BB

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