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

To: DOUG H who wrote (12023)	12/5/1999 12:12:00 AM
From: Curbstone	Read Replies (2) \| Respond to of 54805

We used to have weekend rules when Uncle Frank was the boss. It was the only time I could post. <G> He never officially got back in the driver's seat however. I think we're in uncharted waters here. I went 1QQ% after trying in vain to locate any other company that could offer a better risk/reward ratio. At first, I was worried every time one of these little stories surfaced about the next Qualcomm Killer having arrived. Better chip, better TDMA, better patent, bigger parent. But then I remembered how many times I heard that this little piece of hardware or that little chunk of code was going to put Cisco out of business. I'm finding these little stories more and more amusing, and instead have begun thinking about the inevitable clash of the titans. But the inevitability of these future battles only serve to confirm the true nature of the stock I hold. IMO, we've got one of those rare champions, the one with talent and heart. AM