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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (34355)	11/5/2000 9:08:33 AM
From: the dodger	Read Replies (1) of 54805

"• Five years ago it took Cisco 14 days to close its books each quarter. Now, with the "virtual close," using powerful Internet technology, Cisco executives have real-time, daily access to company financial information, empowering them and their employees to instantly react to market shifts and changing business requirements." I didn't know that -- what an incredible feat for a company of such size and scope !!! I used to own a restaurant -- and it would take my bookkeepers 4-6 weeks to let me know how much I made/lost the previous month. Looking back on CSCO's five most recent quarters, they have either been on-the-money or surprised to the upside by a penny. But then looking at JNPR's spectacular blow-out quarter, I would suspect that would reduce the chance of CSCO surprising the Street to the up-side. But if they do -- even by a penny -- I think the overall market will react VERY positively. td

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