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

To: Trio who wrote (21144)	3/23/2000 2:06:00 PM
From: Len	Read Replies (2) \| Respond to of 54805

Good luck getting anyone to touch that question. I think one of the things you will find here is that everyone is happy to discuss things but reluctant to play the role of advisor. In the end you have to do your own DD and make your own decisions. That said: all three are probably great investments. There is some talk here that CISCO will have trouble doubling again because no one has ever seen a Trillion dollar market cap. Don't count them out, though. My future is tied to NTAP. Len

To: Trio who wrote (21144)	3/23/2000 6:00:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

To bad you can't have all 3! I like your choices. I believe there is more upside to NTAP and SEBL. CSCO's market cap is huge, their enterprise network market is aging and competition looms (ultra high speed routers/switches and the low end through software products from NT and others) and they haven't seriously broken into the fiber optic arena yet and made a dent in NT's run. However (as I am waiting for the thousand's of CSCO's tomatoes to come flying my way! Lol!), CSCO IS a great company. I just believe there is more room to fly with NTAP and SEBL. SEBL and CSCO are gorilla's. I may have missed it but I'm not sure if the thread ever officially decided if NTAP is one yet or not. Whatever the heck they are though (!) they dominate NAS and NAS, or some version of it, is the future of storage.