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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: stockman_scott who wrote (18224)2/18/2000 3:53:00 PM
From: shamsaee  Read Replies (4) of 54805
 
I still have CSCO in my portfolio.However in the back of my mind,A voice tells me that,it will not be able to continue its dominance as companies like SCMR,JNPR,NT and Lu will take more of a market share plus a host of other small players.Unfortunately I am not one of those investors who bought it in 95 or 96,who would defend it by all means due to the great returns they have had holding the stock.I would also question its market cap against MSFT, which in my mind is still the mother of all gorillas and undervalued due to the DOJ case.
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