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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 79.22+1.5%10:31 AM EST
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To: Uncle Frank who wrote (42332)11/6/2000 6:03:43 AM
From: Tom D  Read Replies (2) of 77399
 
Agreed, UF, CSCO looks like a gorilla.

And your 12 mth investment performance has been stellar. I saw that on your gorilla thread and meant to compliment you. But how can you tell if CSCOs market cap has gotten too far ahead of itself due to the internet mania (which is in the process of correction). And how do you tell if the gorilla has gotten so large and all that is left is declining growth rates (and stock underperformance) due to its size? Finally, how serious are the concerns about accounting sleight-of-hand, etc. What makes you confident enough to have left your money in, instead of taking the long-term capital gains?

I know the gorilla game says you reduce risk by concentrating your porfolio on a few gorillas, but what makes you so sure that CSCO will deliver a good return for the risk, going forward?

Thanks,
Tom D
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