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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (92)2/19/1999 11:00:00 AM
From: Knighty Tin  Read Replies (1) of 54805
 
Lindy, MSFT is a monopoly and that makes them king gorilla. <g> Except Janet Reno may be Empress of the Apes. Cisco is a great co. and they have surprised me. Every time I thought the technology had passed them by, they use that bloated stock to takeover a player. Smart mgt. I do think the eventual combo of Lucent and Ascend will cut into their margins, big time, and bring down the pe ratio. But I have no idea when.

Dell may grow at 35% for another quarter or two, before dropping to 20% and then market rate and then industry rate, which is negative. But negative growth at Dell is probably two years out.

MB
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