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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (17831)	2/13/2000 11:59:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> Would be interested to hear what role CSCO plays in other GG portfolios. Decreasing in %? In your portfolio at all? From 4/5/99 to the middle part of 1999, I sold everything in my portfolio and put it into Q. As the year wound to a close, I developed a diversification plan that included Gorilla Cisco, which I characterized as a "sure thing". The only drawback I saw was a slower rate of growth for this behemoth than the other companies I was considering - ntap, gmst, and sebl. To compensate for this, I bought Cisco LEAPS instead of the common. My WIVARs (Jan 2002 90 strike price) have appreciated by 65% since 12/22/99 (as compared to 28% for the common), and Cisco is currently 10% of my portfolio. If you look at the November G&K Survey conducted by Sir Apollo, you see that 51% of the thread held Cisco in their portfolios and that it constituted 6.2% of the typical G&Kers portfolio. Message 12120512 In summary, I consider Cisco to be one of the finest companies in the world, and a quintessential Gorilla who is still squarely in the middle of the Mother of All Tornados - the Internet. uf

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