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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24676)	5/14/2000 9:01:00 AM
From: Bruce Brown	Read Replies (2) of 54805

RE: Moore's comments on the valuations.... I receive the Bill Meade GG digest and the Saturday, May 13th digest had two excellent posts. The first was Geoff's post and the second post was by Peter Hill in response to looking at Cisco's valuation after some previous comments. In my opinion, that is the post which I would have perhaps linked to this thread as well for observation and discussion. Since somebody else has already taken the liberty of posting Peter's thoughts on the Cisco board over at the Fool, I'll provide that link for any of you who might be interested in Peter's thoughts that Cisco is not overvalued from an accounting point of view: boards.fool.com Go easy on me Mike, I'm simply providing a link to a thought provoking post. BB

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