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 (21213)	3/24/2000 4:08:00 AM
From: Glenn McDougall	Read Replies (1) of 54805

UF / chaz...please explain your rational for this comment? Cisco to date has shown little in the optics area where as NT is turning into a optic play. IMO Chambers is late into the game and the only way he can catch up is to buy a number of companies and then try to integrate them all. The balance of the companies in this area already are moving in that direction. Thanks in advance, Glenn >> Is NT racing ahead temporarily in a niche (a big one) that CSCO will eventually take over anyway, leaving NT in the dust stockwise? That's my premise, chaz.

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