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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: KY who wrote (17831)2/13/2000 12:40:00 PM
From: shamsaee  Read Replies (1) of 54805
 
I read the same gilder report last year,where he basically says CSCO products are technologically inferior to LU,NT going forward and expects the effects to start showing in 2001.I only hold about 5% of my total portfolio in CSCO.I am not very tech orientated,However Gilders list of companies seems to be coming to the forefront as we go forward.people tend to forget,that he picked qualcom in 97 ,when most people had never heard of them including myself.
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