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

To: JohnG who wrote (21337)	3/26/2000 1:02:00 AM
From: D.B. Cooper	Respond to of 54805

Rule 4. Hold gorilla stocks for the long term. Sell only on a proven substitution threat. For example just as when CSCO bought Kalpana, Cresendo and Grand Junction and entered into the tornado. Now CSCO has in the past used its stock value to buy into further hybergrowth. This is the style of Cisco. On the question of threats to Cisco I believe what we have here is "substition threat from a future discontinuous innovation." I am sure that CSCO will have its own optical department running strong shortly. cisco.com cisco.com Watching but holding this stock very strongly Question for the board. Where are we with JDSU? Very strong King but with its increasing barriers to entry I don't know how to rule on this one. I guess still a King. Good Luck Don