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

To: Uncle Frank who wrote (21177)	3/23/2000 7:07:00 PM
From: Trio	Respond to of 54805

UF - Well, there you have it, the purpose of this and other threads, to share information. I'll just have to wait to get some CSCO, when I have more to invest. Thank you. As always I appreciate the gracious quality of your posts. TRIO

To: Uncle Frank who wrote (21177)	3/23/2000 7:08:00 PM
From: chaz	Read Replies (4) \| Respond to of 54805

Frank, I don't own either CSCO or NT, but as always, I'm interested. We keep hearing much about NT taking the lead from CSCO in the optical networking area, that it's the future, CSCO's behind the curve, NT's got half the internet traffic in Europe, growing wildly, and so on. Now DS is telling us CSCO is going to top $1T later this year, early next, based of course on stock price, so that means, if he's right, on a near double. So what's with this race? Is NT racing ahead temporarily in a niche (a big one) that CSCO will eventually take over anyway, leaving NT in the dust stockwise? Or are you going to tell me to buzz off and do my own DD?(ggg) Chaz