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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (20593)	3/18/2000 2:08:00 PM
From: lurqer	Read Replies (1) of 54805

re. Cisco and the threat of optical switches Thanks for the link. Very informative. Since last summer, I've not lurked Rande's thread so that one got by me. WRT the earlier discussion re. CSCO this post Message 13232814 containing "John Chambers and his M&A staff have an almost flawless track record not because they are uniquely brilliant, but because they have learned how to perfect being fast followers. For those of you who don't know what that means, it's like letting others make the mistakes about where the market is going, then once it is clear, following fast and fierce, but being better than the ground breaker." was to the point. lurking... lurqer

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