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 (21345)	3/26/2000 12:29:00 AM
From: chaz	Read Replies (2) of 54805

I agree with that. Totally inoperable. Frank it's the old, old story...you see what you believe, and ignore the rest. I respect very much your prior evaluations of CSCO...just don't let yourself be blindsided by some newer developments. My mind isn't made up, I know far too little, have no stake in either one...CSCO or NT, but maybe that's my advantage here. Hardware, I don't see much of a problem for any one of these companies. That strikes me as a manufacturing, cost of manufacturing issue. If there's a significant software side to the NT story, that could be very persuasive, IMO. That's where this whole discussion may turn. Commentary from others, please. Chaz

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