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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.10

+1.4%

3:59 PM EST

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To: RetiredNow who wrote (24080)	4/2/1999 1:10:00 AM
From: Uncle Frank	Read Replies (1) of 77397

>>As far as Qualcomm goes, I haven't followed them, so your best guess is probably better than mine. Good luck to you! Do yourself a favor and check them out. IMO, msft windows is to desktops as csco ios is to the internet as qcom cdma is to wireless. In other words, they may be the first true Gorilla (enabling technology) to be born since Geoffrey Moore wrote the Gorilla Game. We've had a great discussion/disection of qcom on the Gorilla and King Portfolio candidate thread, and it seems to be passing all of the qualification tests in front of a tough audience. Frank

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