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

To: mtnlady who wrote (33567)	10/23/2000 2:05:22 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Sounds like you should sell all of your csco shares, ML, but let me suggest you wait until their earnings report. Many of the assumptions that are being made during this quiet period, which usually coincides with one of Barrons' recycled attacks, may prove to be unfounded. >> With their limited and/or eroding market share in the key markets (i.e. the markets that are in tornados right now) Gorilla Game dynamics say that this won't happen, not without a discontinuous innovation. The sectors I believe you're referencing (high end routers and optical transport) are both in the early stages of build out. IMO, it's a little too soon to write off Cisco. Cisco reports on November 6 after the bell. The law of large numbers says they should have slowing growth rate, but it has actually been accelerating over the past 3 quarters. The top line will tell the story in two weeks. uf