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


To: tekboy who wrote (34394)11/6/2000 11:07:59 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
No, that's not what I meant to say. I meant to say that the law of large numbers is bogus. If a company's growth rate begins to diminish, it isn't because the numbers are large. There are other reasons, such as the market's growth rate is diminishing, competition is taking market share, product is become a commodity, company is diversifying into slower-growth markets, etc.

I see none of these in the case of CSCO and will not accept the "law of large numbers" as an expectation nor as an explanation.

ds@whatthehelldotreeshavetodowithit?.duh