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

To: Uncle Frank who wrote (7654)	10/5/1999 11:53:00 PM
From: Eric L	Respond to of 54805

Frank, << John Chambers was the keynote speaker. The man is awesome >> Great you saw him. I never did in person but his picture is on my office wall (opposite Marilyn Monroe). << Eric, I believe the man's vision >> Perhaps Cisco is an old Gorila, but ... The Gorilla Game is about one thing ... producing abnormally high returns with minimal risk. Chambers does that. Cisco has been 20% of my portfolio since I started actively investing. It will be the same when I retire. It's profits have funded a lot of my portfolio growth. Painful to cut it back every year to 20% but thats my first rule. The second is that no other equity will exceed my CSCO stake. Chambers, is the finest business LEADER in the world today, IMO. It is magic that under his leadership, companies are acquired and assimilated, and excutive talent retained. Story about him in WSJ last week exempifies. << Cisco Era is in its infancy >> IN ITS INFANCY! - Eric -

To: Uncle Frank who wrote (7654)	10/6/1999 1:04:00 AM
From: Tlac	Respond to of 54805

<Actually, on this thread we are dependent on the geeks: Bill Gates Michael Dell Irwin Jacobs Steve Case John Chambers> Frank, He'll have to fight Irwin Jacobs for the Alpha Geek crown! Kelly