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

To: Glenn McDougall who wrote (21236)	3/24/2000 2:53:00 PM
From: Uncle Frank	Respond to of 54805

I'm glad you've read the GG, Glenn; it makes discussing a stock much easier when both parties are working with the same vocabulary. My post to Mountain Lady pretty well sums up my current assessment of Cisco: Message 13276477 Gorilla gaming leads me to believe that it will take a discontinuous innovation to displace Cisco as the networking sector rule maker. Even then, due to switching costs, it will take a lengthy period until Cisco's P&L might be affected, much longer than I would need to take an orderly exit from my position. Until then, I regard Cisco as the lowest risk/reward investment opportunity in the internet infrastructure sector. uf