Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (11605)	12/1/1999 1:34:00 AM
From: tekboy	Read Replies (2) of 54805

Hi Unc, glad to see you back. What's your take on the whole Cisco wireless thing? It hasn't gotten much discussion here, either on its actual merits (is it a threat to Q, and if so, how much and why?) or via the GG angle (what happens when gorillas clash, and how to play that). Some of us "derivative" investors (not "derivatives" investors<GGG>) are whistling past the graveyard hoping nothing in the basic story has changed, but would love some reassurance... prosperous investing, tekboy/Ares@nephewforaday.com PS I would be curious to hear you elaborate on the reasoning behind your new portfolio. In particular, why SEBL and not, say, CTXS, which you had hinted you were considering? And why not JDSU? and how could you leave out Fastenal? PPS (looking forward to next post) yeah, she makes a great fit, no? <sorry-couldn't-resist-G>

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