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

To: Uncle Frank who wrote (46015)	8/30/2001 2:57:15 PM
From: Mike Buckley	Respond to of 54805

Frank and all, I agree completely with Thomas when he writes: If you look past the peak to the longer turn trend, this is really not much more than a dip in the road, we are just feeling it that much more because of the unjustified bounce which preceded it. I think that speaks to both stock prices and the fundamentals of the companies we're following. Were the network equipment companies selling more hardware than they had any reasonable right to be selling in a sustainable fashion? Yep. Does that mean their business model is coming to an end? Nope. --Mike Buckley