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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: John Pitera who wrote (49307)8/18/2000 11:52:56 AM
From: Jorj X Mckie  Read Replies (2) of 63513
 
John,
the fact that Gilder always seems to target CSCO is actually a good thing. It says that at least he understands that they are the ones to beat. However, his lack of understanding as to why CSCO is the one to beat is why I have made the comments that I have.
JXM
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