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

To: kumar who wrote (20557)	3/18/2000 3:07:00 AM
From: kumar	Respond to of 54805

Buy&Hold... if i may amend that to be "buy and buy more on dips". cheers, kumar

To: kumar who wrote (20557)	3/18/2000 4:02:00 AM
From: JRH	Read Replies (2) \| Respond to of 54805

the very next sentence says : "indeed, the greater danger probably comes from overreacting to potential threats that never come to pass, and thereby selling a gorilla stock that has years of good growth left." IMHO, Buy&Hold, till substitution threat is proven to be a reality. Yes, of course that is true, and is a very good point. I have been through many of these "is it the end of Cisco?" arguments, but I think that optical could be one area that really hits Cisco hard. Of course, we should never leave out the possibility that Cisco buys their way into the market as they have done so many times in the past. But it isn't going to be cheap! Interesting battles lie ahead for this mighty primate.... Justin