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

To: Uncle Frank who wrote (34237)	11/2/2000 3:46:18 PM
From: Bretsky	Respond to of 54805

Thanks for straightening me out UF. I swore I heard this, but maybe I just thought I heard it in between baby screams the past two weeks on vacation. Lot on my mind with this CSCO as it's currently 28% of my portfolio and I've been wrestling with selling about 1/5 of it to invest in other horses like more SEBL and NTAP. Best Regards, Bretsky

To: Uncle Frank who wrote (34237)	11/2/2000 4:01:40 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Ron Insana mentioned on CNBC that Cisco reported after the bell today and then later corrected himself that it was Monday. Perhaps Bretsky had heard that. BB

To: Uncle Frank who wrote (34237)	11/2/2000 4:36:55 PM
From: StockHawk	Respond to of 54805

>>Some think today's strength comes, from all places, Juniper: Message 14712919 << Frank, the first line of that news release is a tip-off that something is not right: "Cisco (CSCO: news, msgs) added $1.69 to $63." CSCO has not seen $63 in a while, and further checking reveals that the comments by Juniper's CEO were made on September 14. It would be a stretch of market inefficiency for a 9/14 comment to effect a stock's price movement on 11/2. Or am I missing something here? Sir Plutus