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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: the dodger who wrote (30795)8/31/2000 1:37:37 PM
From: Uncle Frank  Read Replies (2) of 54805
 
That's a fine analysis, Dodger. I've had a hard time seeing jnpr as other than a Monkey with a speed improvement (continuous innovation). They are a fine company with returns that appeal to my greedy side, but imo, they represent no threat to Silverback Cisco in the context of a Gorilla Game.

I think folks are beginning to forget some of the lessons we learned in April. Mr. Market is still capable of turning on us during September and October, and high fliers like jnpr will be particularly vulnerable to his moods. For that reason, I'm still using risk/reward as my primary evaluation tool. Viewed in this manner, Cisco and Qualcomm jump to the top of my screen.

uf
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