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Technology Stocks : Gorilla Game

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To: LindyBill who wrote (260)	7/24/1998 10:30:00 PM
From: hal jordan	Read Replies (1) of 387

I just finished reading the book tonight. Excellent insight by the authors on what is truly a common sense approach to high tech investing. I sense a gorilla collision in the future between LU and CSCO. As the lines between voice and data blur, as CSCO acquires voice oriented companies and LU acquires data companies (e.g. YURI) we will likely see a monster collision in the future. Based on the book, I wonder how Boeing rates, if that is indeed part of the high tech world. I see no other company coming close to them, and their stock price is being battered. Also, a tornado in the making is the ADSL market. CSCO will be part of that market in a big way. Hal

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