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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (34394)	11/6/2000 11:07:59 AM
From: DownSouth	Read Replies (1) of 54805

No, that's not what I meant to say. I meant to say that the law of large numbers is bogus. If a company's growth rate begins to diminish, it isn't because the numbers are large. There are other reasons, such as the market's growth rate is diminishing, competition is taking market share, product is become a commodity, company is diversifying into slower-growth markets, etc. I see none of these in the case of CSCO and will not accept the "law of large numbers" as an expectation nor as an explanation. ds@whatthehelldotreeshavetodowithit?.duh

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