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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1227)	4/8/1999 4:59:00 PM
From: Eric L	Read Replies (2) of 54805

Chaz(2) << NT and LU are much much broader in their scope than Cisco >> In a sense this is true and of course NT and LU are deeply rooted in Telecom. The thing I marvel about with CSCO is how they stay focused but carefully expand into others space (IT/IS space now for instance) while others expand into the space they dominate. BTW, CSCO my largest holding and no NT, no LU (but both on my watch list). I am fundamentally long with 90% of my portfolio. - Eric -

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