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

To: techreports who wrote (46345)	9/8/2001 4:44:49 PM
From: paul_philp	Respond to of 54805

techreports, Just a quick note. My opinion is that the IP services market IS a gorilla game in the bowling alley. FWIW. Paul

To: techreports who wrote (46345)	9/9/2001 7:34:20 AM
From: 100cfm	Respond to of 54805

If you don't believe that, look at the amount of Cisco boxes being piled up outside carrier dumpsters. You can buy Cisco boxes for pennies on the dollar on the secondary market. I've been trying to find a used CSCO 6300 with no luck, if anyone knows where this secondary market is where I can pick one up for pennies on the dollar I would appreciate the info. 100

To: techreports who wrote (46345)	9/9/2001 10:13:23 PM
From: hueyone	Read Replies (3) \| Respond to of 54805

Off topic Hello Techreports: You mentioned being impressed with Michael Dell several times. Someone posted this 100 month chart for Dell on another thread recently. Dell's stock performance blew away the stock performance of our Gorillas and Kings over the 100 month period by a gigantic margin. Dell is number one over the last 100 months with 7,256% price appreciation. QCOM is number two with 1,257% price appreciation. Please let me know when you come up with your similarly good idea so I can invest early---although I suspect Michael Dell's execution and management talent is far more important than the idea itself. Of course I missed this awesome run, but I think UF caught it. siliconinvestor.com Best, Huey