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

To: LindyBill who wrote (4653)	8/5/1999 11:04:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Bill, adding csco is always a good idea, but I'd be cautious right now: Summer Slump. Cisco Earnings due out on 8/10 after the market. Even good reports seem to trigger a sell off during the silly season. There should be great opportunities to grab some csco at bargain prices in mid August. Frank

To: LindyBill who wrote (4653)	8/5/1999 1:15:00 PM
From: Sunny	Read Replies (1) \| Respond to of 54805

A question relative to the game. Moore says buy gorillas on mainstreet because they have legs and the margins over everyone else. Cisco has certainly maintained its value better than many of the other stocks in the G&K list. (Time for an admission, one of my many sell side mistakes was selling cisco, it has since doubled) I also take it that you think there is more money in buying the Gorillas rather than trying to catch something else in the hyper growth stage. Thinking about the CAP and the long term relative gain in CISCO, do you think there are new tornados to come as the company expands, if so into which sector? Thanks for the input