Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (13371)	12/27/1999 11:26:00 PM
From: mauser96	Read Replies (1) of 54805

You and I are probably one of the few gorilla gamers that own NT.It has been very good to us in the last year. The sector is very attractive, but NT had the lead over LU in some products, and most importantly new management. I am curious for your reasoning on NT beating CSCO. This is a royalty game. I know CSCO has yet to prove itself, but I think customers would welcome another supplier. <<cisco is the past>> One of the major precepts of the gorilla game is that companies like CSCO (or MSFT or INTC) can maintain competitive advantage well into old age, with as nice stock return (though not equal to a a gorilla in the tornado)

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