Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1224)	4/8/1999 2:33:00 PM
From: Uncle Frank	Read Replies (1) of 54805

Chaz2, Since Cisco is acknowledged Gorilla in the IP sector, neither LU nor NT can be King or Prince in IP; you can't mix your metaphors. LU is already a component of the G&K Index (http://www.techstocks.com/~wsapi/investor/qport-4789377) based on their Kingship in Voice. No one has nominated Nortel; they clearly won't displace Cisco in IP, and they face a healthy King in Voice. I've yet to hear one investor claim Nortely might take the Number 1 position in the emerging VOIP sector. Feel free to start a public portfolio tracking telecom stocks, but I feel the sector is already adequately represented in the G&K Index. Frank Frank

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