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


To: mauser96 who wrote (3183)6/26/1999 6:10:00 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Lucius: Your approach is similar to mine in this area. I have had Cisco since early on and bought both LU and NT a few years ago. No intention of selling for years, unless something radical happens. (Except do donate some Cisco to charity from time to time, since my base is now 18 cents a share and that's a good way for a charity to gain while avoiding a major tax hit on my part). With the three major players, sleeping at night is easy.

Cha2

PS Perhaps you or others might be interested in a new clue as to where NT may be going in the Cisco/LU/NT space from the following post:

Talk : Communications : Nortel Networks (NT)

To: Kenneth E. Phillipps (2948 )
From: Kenneth E. Phillipps Saturday, Jun 26 1999 3:41PM ET
Reply # of 2949

Citing the recent introduction of the Versalar 25000, a high-speed router of more modest capabilities than Avici's router, Jain suggested that Nortel is looking to fill its high-end requirements through technology developed by the engineering team acquired with the purchase of Bay Networks.

In addition, Jain said Nortel was readying new innovations that would enable its routing products to scale to "hundreds of terabits." In addition, Nortel will introduce high-end products that closely integrate the company's optical products with its routing and switching products, he added. (Paras re NT near end of article accessed by link)

www4.zdnet.com