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

To: Bruce Brown who wrote (13401)	12/28/1999 12:06:00 PM
From: Uncle Frank	Respond to of 54805

>> I'm not selling my Cisco to buy any more QCOM or JDSU as I am comfortable making 'less' money on a more well established, proven company that I can handle in terms of 'underperformance'. Gorilla gaming is about investing in "sure things". I can't think of anything surer than Cisco. The Internet is the Mother of All Tornados, and Cisco builds it. I am back in Cisco, with 4% of my portfolio in 2002 $90 strike price LEAPS. While Cisco's size will keep them from growing percentage wise as quickly as Q or the Gem, the leverage from using LEAPS as a stock surrogate will make their returns equivalent. Part of my decision was based on my regard for John Chambers, who is imo the finest CEO in America. uf

To: Bruce Brown who wrote (13401)	12/28/1999 12:37:00 PM
From: gdichaz	Respond to of 54805

Bruce: Re Cisco: Cisco was my first very very very successful investment. Even better than my investments in Intel and Microsoft earlier. I sold my Intel and Microsoft only to put the proceeds into stocks I thought would do better because of my perception that rapid data transmission had the greatest future growth potential. That was initially in "networking" (including Cisco) and then I moved to broaden out to telecom equip where it seemed to me that wireless and fiberoptics were where to be to profit best from those trends. But I did not sell Cisco except some prior to 1995 to broaden out in networking and telecom equip. Since then I have gradually given it away to members of the family and to charity. Cisco is the best managed company I know of with the possible exception of two - the Q and JDSU. Certainly the track record is much longer and deeper as well. And Cisco has a lock on wire technology for networking due to its router software (OS) and its quality. My comment which I expected would start some discussion relates to looking at companies through the technologies in which they excel - then picking leaders within them; Cisco is a full gorilla in wire, but it is hardly even in either wireless or fiberoptics. Cisco has plans, but limited presence there. If you see as I do the future in the wireless / internet (intranet) nexus with the backbone for data in fiber optics, then Cisco is at the very beginning of its participation. Will Cisco be a force to be reckoned with in those areas? Very possibly. But it starts way behind Nortel in fiber optics and way behind the Q in wireless. Just food for thought. And in no way am I suggesting that anyone sell Cisco. Just suggest that an understanding of where Cisco stands in the newest technologies is useful. Again my vision is always focused on the greatest new opportunities within the technologies I think will do best. That is just me - my way. Best to all. Cha2