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Pastimes : Home on the range where the buffalo roam
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To: im a survivor who wrote (6409)2/26/2002 9:06:36 AM
From: Boplicity  Read Replies (2) of 13815
 
re: thought they could be giants like CSCO

The same was said about COMS, Three Coms. They have been going down since 97 with a one large blip in-between. So, the faith part of your game has to applied to companies that will be leaders. I said on the DELL thread many moons ago that I though SUNW would have problems as WINTEL moved up the gravy train, even SUNW was starting to see the light and came out and said they would start to use INTEL processors. I haven't watch SUNW for sometime so I can't say if the Scotty the Hockey Puck Head still wants to use INTEL CPU's. Which brings me to. The Next CSCO. That;s the kind of statement that has been applied in High-tech investing for ages, like the finding the next
MSFT. The next MSFT is MSFT, just like DELL, or INTC, or CSCO for the matter, but they have to base before they will be buys again. IMHO

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