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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (20584)3/18/2000 3:29:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
Bill, from my personal knowledge based on calling on Cisco up until last November, they have has a massive optical effort in place. Headquarters are in San Jose, and the lead division is in Canada. It's amazing that investors with a casual knowledge of networking think that they can outguess the experts at Cisco. This Gorilla, who is a client of the Chasm Group and understands the GG, will not falter over the optical issue.

jmho,
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