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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Ruffian who wrote (1933)5/13/1999 9:26:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Mp,

Thanks for reminding me about that article at the Fool. I meant to mention the following when it was first publshed and forgot.

However, I don't believe that it warrants such an incredible premium to its competitors.

Has anyone compared Cisco's premium to Lucent's premium? I'm hoping to ride on the laurels of someone's homework rather than doing it myself. :)

--Mike Buckley
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