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


To: John Stichnoth who wrote (21698)3/29/2000 12:06:00 PM
From: shamsaee  Respond to of 54805
 
I completely agree with you.Just attended a 2 day conference by the WTO.While I sat and listened to this 16 hour presentation my mind kept wondering about the potentials of CSCO,MSFT,QCOM to outdue their US sales by many folds in the international markets.As the Uruguay round dictates,the original signatories of the agreement have an an obligation to start opening various sectors and implementations of those commitments as of 1/1/2000.Fortress Europe will shortly have to open it all up.



To: John Stichnoth who wrote (21698)3/29/2000 12:44:00 PM
From: chaz  Respond to of 54805
 
John, I probably won't buy CSCO, but I felt USA Today's use of the quote was sure to get some comment. I don't place a lot of confidence in what they print, and I felt sure someone would come forward saying that there's only a bare casual relationship between an operating economy based on money changing hands, and a company's market cap. There's no such thing as a "market cap" on an economy, so the quoted comparison is silly on it's face.

It does show how some people string disjointed ideas together to reach conclusions. Maybe it would have been better if I'd said that in the first place when I posted the reference.

Chaz