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

To: gdichaz who wrote (27622)	7/10/2000 9:39:09 PM
From: Eric L	Read Replies (4) \| Respond to of 54805

Cha2, << The toughest time I ever had was Cisco. When it tanked, hard. When it soared, hard. To sell, wrong >> Ah, .... the good old days. I waited patiently in some cash every year for that sucker to tank. It always did (last year kind of an exception). I added each time. January 1, I took profit, trimmed it back to 20% of my portfolio. Reinvested the proceeds in young gorillas & kings. Every year. Cisco has always been "overvalued". Chuckle. Grin. End of day today, 23.2% of my portfolio. Safest stock on the bloody planet. I'm not sure whether the "IP" multimedia network is 3G or 4G. Cisco will provide the plumbing and pipes, hooks & extensions. I'm in early but it doesn't matter because they are still in tornado for general networking and on Main Street from their previous tornados. They just slither from tornado to tornado. Earnings estimate plus one cent gets a bit boring .... but - Eric -