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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (21356)3/26/2000 2:50:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
<CISCO & NT>

>> don't let yourself be blindsided by some newer developments.

I very much agree, which is why I'm so pleased that Mountain Lady and Cha2 have initiated a discussion of photonic networking. I believe the two most promising sectors for this decade are wireless and networking, and view both of them as "no brainers". We've had a lot of focus on wireless but largely ignored the networkers up until now. Hopefully ML's Project Hunt effort will help us all (as in ME <gg>) better understand the potential challenges to CSCO, LU, NT, and the other networkers.

uf
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