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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JRH who wrote (3161)	6/26/1999 12:04:00 PM
From: JRH	Respond to of 54805

<THE RULE MAKER PORTFOLIO> My Vote for Cisco http://www.fool.com/portfolios/rulemaker/1999/RuleMaker990625.htm?source=yhoolnk Personally, I'm not a fan of proprietary lock-in. I think it inevitably makes a firm lazy, and invites bad PR and antitrust attention. I'm all for a strong brand name, excellent products, and clever advertising, but I don't want a company wasting effort on blocking their competition that could be spent on improving things for their customers. That said, my pick for our next $500 investment, Cisco Systems (Nasdaq: CSCO), manages to create a fairly high level of proprietary lock-in to its products, while still maintaining rigid compliance to Internet standards and compatibility with any third party hardware you care to hook up to the Internet (sounds like a gorilla to me ;o)..... (see link for more text)