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

To: hospitalman who wrote (17932)2/14/2000 10:05:00 AM
From: shamsaee  Respond to of 54805
 
Gilder predicts 2001 the year CSCO will lose market share and will show it on their earnings.He thought the purchase of cerent was a terrible purchase for a one product company with nothing in the pipelines,whose one products would be technologically obsolete in two years.I did not sell CSCO based on his report but have a lot of respect for his vision.One can also argue, had someone bought Qcom in 97 they would have not seen much financial gains in early 98.


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