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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (29634)	8/8/2000 12:34:56 PM
From: Uncle Frank	Read Replies (1) of 54805

>> Cisco, with its "simple" mentality You make some interesting points, but I think you are making the mistake of underestimating the complexity of Cisco's game plan. Many of their now defunct competitors made the same error. In defense of Silverback Cisco, I offer the following: finance.yahoo.com >> It's very important to remember that when we buy shares of a company, we're not just investing in the company, but the people that run it as well. Agreed. John Chambers, Don Valentine, and John Morgridge are the best explanations I have for my unbridled confidence in the future of Cisco. This is a very appropriate day to evaluate Cisco. Let's reconvene later after they issue their earnings report. uf

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