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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.07+1.4%10:36 AM EST

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To: JP who wrote (20511)1/9/1999 3:37:00 AM
From: LindyBill  Read Replies (1) of 77397
 
What am I missing here?
JP, what you are missing is a very word that has a very specific meaning to the "Bulls" on this board. That word is "Gorilla" as defined by Moore in his book, "The Gorilla Game". That book is the reason Cisco is my #1 investment, and probably my longest-term hold. By the definitions use in that book, IMO, Cisco is just really starting into the major "tornado" of the buildout of the internet. If you read the book and understand it, you will know why the "Motley Fools" call Cisco a "rule maker" in the Internet, and everyone else a "rule follower". This is why Cisco will be able to maintain margins and not have their product "commoditized " like the chip companies you have been in. You can wait for a dip, but IMO, at the bottom of the dip, the price will probably be about where it is now. I expect a drop due to profit taking on Monday. If that happens, IMO, BUY!
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