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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (34406)11/6/2000 4:32:55 PM
From: John Stichnoth  Read Replies (1) of 54805
 
But don't forget, also, that the Internet is an enabling technology for the overall economies, in the same way the telephone has enabled economic activity when introduced into villages where previously there was no phone service. As CSCO grows, economies of the world will grow also. It won't be long before the aggregate GDP's in which CSCO is working will be, say $60 Trillion. Their present sales are just 0.032 percent of that number.

What's the limit?--I would put a practical limit on superior growth as CSCO (or QCOM?) takes a similar share of GDP that Rockefeller's trust held at its height.

I will say this--I'll have lightened up my position (taking great profit) long before that kind of issue has any effect on share price. Other issues will have led me to sell, rather than some limit of their environment.
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