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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (1792)	5/8/1999 10:20:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>>don't you think that CSCO is already fairly valued for....about two years from now? No way, Justin. I think they are fairly valued for today, but the market looks at the future. Last time I looked, the number of internet users was still doubling every 100 days, e-commerce is booming but still in its infancy, and the brightest minds in the world are being drawn to this compelling opportunity in droves. The Internet isn't another CB radio that will blossom briefly and then fade; it had become a basic thread in the fabric of the modern age. So I ask you, what is a fair valuation for the Master Builder of the Information Super Highway? Frank

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