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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (1893)	5/12/1999 1:51:00 PM
From: LindyBill	Read Replies (1) of 54805

Couple of comments on today's Cisco report. To amend those comments, management was extremely bullish for Cisco in the meeting last night. I think this is the reason for the 5+ move so far today. Mr Fun has a interesting post on the Cisco thread. He is very "pro-LU, but is admitting that Cisco is doing better than he expected. I will ride this move up, but Cisco has not been able to hold a PE above 80 without drawing back, so I will keep this in mind in deciding what to do on it. (80PE as normal? This statement would have got me committed 10 years ago.) with 5+ on both Cisco and Q, you can imagine my state of mind today!

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