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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (21631)	3/29/2000 11:02:00 AM
From: John Stichnoth	Read Replies (2) of 54805

Re: CSCO Your point is well taken--A company's size is limited by the size of the economy in which it's operating . Two points though-- 1. You have to compare apples to apples. GDP of the US was 8.5 trillion in 1998. Cisco's sales were 15 billion. Cisco has a ways to go to be limited by the size of the US economy. 2. Companies like Cisco operate on the world stage, not just in the US. They're limited by the size of the world economy, not just the US's. Best, John

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