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

To: DownSouth who wrote (30304)	8/23/2000 8:19:00 AM
From: Eric L	Respond to of 54805

DS, << ways CSCO and JDSU do some earnings accounting wrt purchases of other companies >> Good link. Since these 2 companies are each 20% of my portfolio, the different methodologies are something I have to remind myself about from time to time. I like this quote from the companion article: "Investing in Cisco reminds me of the same principle -- people who invest in Cisco are exceeded in their daftness only by people who do not invest in Cisco (though it could be the other way around)." - Eric -