Ed, unfortunately, there are only 3 companies out there right now that fit the criteria for "Gorilla", Microsoft, Intel, and Cisco. Dell is one hell of a strong King, and so is AOL, but they are not gorillas, and it is important in judging your investment to understand the difference. It's like poker. You will hold a Gorilla in a situation where you should fold a King. After the book came out, a lot of us tried to identify other real or potential gorillas, and make some money on them. We failed. Seibel may become one. Rambus is a candidate. But most people who got involved has pretty well concluded that you are better off investing in established gorillas, rather than potential ones. The key point most of us discovered was the gorilla position of Cisco. The market still does not understand this, and this is the reason LU, a "chimp" in internet, with a 20% growth rate, has a 153 PE to Cisco's 86 PE, (Thestreet.com numbers) 25 to 35% growth rate and a "lock" position. So called "experts" don't realize that Cisco will be able to continue to maintain margins that others in their industry can't. Mike Buckley, who has posted on these boards, is an expert on this, and every thing I have seen UncleFrank post indicates he has a good knowledge of the Gorilla effect. As a sidebar, I tried to educate our thread moron about this when he first showed up. It was a total waste of time.
This "Gorilla" effect is why you are going to see Cisco continue to post outstanding, even unbelievable, numbers over the next 5 years, and why we, who stay with Cisco, "ain't seen nothing yet!"
LindyBill
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