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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (20054)	3/24/2000 4:32:00 PM
From: stockman_scott	Read Replies (1) of 54805

Cisco is now the world's most valuable company...FYI... siliconinvestor.com <<Cisco overtaking Microsoft "certainly validates the networked economy that Cisco is revolutionizing," said Brian Goodstadt, an analyst with the Standard & Poor Equity Group. Microsoft, while still a strong generator of corporate profits, generates much of its income from desktop applications and operating systems. While the Internet has boosted demand for Microsoft's products, Cisco, whose routers carry most of the traffic running over the network, is seen as a bigger beneficiary of its growth and its earnings gains have far outpaced Microsoft in recent quarters.>> Regards, Scott

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