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

To: Peter Sherman who wrote (37893)	1/12/2001 6:33:41 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Peter, << downgrades to hold from buy - in other words, "sell" >> I do NOT take a hold to buy as a sell. A short termer might. I also am holding most analysts and some houses in lower than normal regard right now. For whatever my portfolio is worth - and it is not a pittance - holding CSCO and ONLY selling to rebalance, is why it is not a pittance. - Eric -

To: Peter Sherman who wrote (37893)	1/13/2001 1:51:33 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> " Gorilla Game " or "Innovator's Dilemma" - parses CSCO in the terms of Moore versus Christensen - decides that CSCO is dead in the water and a victim of the innovator's dilemma... Do you get the impression that Steve Kamman is a student of the Gorilla Game? If so, I'd be interesting in knowing what discontinuous innovation he feels constitutes a substitution threat to IOS, which is at the heart of Cisco's primate nature. He seems to be focused on hardware, which is more appropriate to Christensen's world view. uf

To: Peter Sherman who wrote (37893)	1/15/2001 8:14:19 PM
From: scott	Read Replies (1) \| Respond to of 54805

"FWIW - just received research report from Steve Kamman at CIBC [ canadian mega-bank ] world markets on Cisco - downgrades to hold from buy - in other words, "sell" - title of report is [ drum roll ] " Gorilla Game " or "Innovator's Dilemma" - parses CSCO in the terms of Moore versus Christensen - decides that CSCO is dead in the water and a victim of the innovator's dilemma -- so he sides with Christensen... no link available" Any more illumination available on that CIBC report? TIA, Scott