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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (20652)3/19/2000 1:33:00 AM
From: shamsaee  Read Replies (1) of 54805
 
Gilder has completely retracted from that statement.He also went further to say that all he meant was CSCO faces much bigger challenges than they have had in previous years.He also went ahead to state that csco is like a GE with many companies in various fields under one banner due to their acquisition policy.I also believe Tom chambers stated last year that CSCO will procure a major fiberoptics player within the next 12 months.

IMHO it is too early to crown NT as the king/prince.The new M.lynch broadband basket has Lu as their biggest holding in the basket.
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