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 (18219)	2/18/2000 12:47:00 PM
From: stockman_scott	Read Replies (1) of 54805

uf and others I would be interested in your thoughts on this Gilder article about Cisco's challenges going forward.... Message 12909839 I do not own CSCO anymore but my relatives have big positions in this Gorilla. I do not expect CSCO to lose its dominant position anytime soon. Yet, the technology marketplace continues to shift and Gilder has some interesting insights. I continue to like CSCO but its market cap. is too rich for my blood <G>....All of my current holdings have market caps well under 100 billion dollars. Yet, CSCO has been an outstanding investment for those that have held onto their shares. If it continues to grow in value at its current rate it may overtake MSFT in the next few years. Then again, new technologies and new competitors may make this difficult to achieve. Good Luck Investing. Best Regards, Scott

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