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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: JRH who wrote (283)	8/23/1998 8:45:00 PM
From: LindyBill	Respond to of 387

Cisco, 1/3rd into the curve, the others 2/3rds

To: JRH who wrote (283)	8/24/1998 2:36:00 PM
From: Shane M	Respond to of 387

INTC, CSCO, MSFT, SAP They're in the stage of mass adoption (did the book call it "main street"?), although SAP can probably grow revenues faster than the others. I don't know that a threatening alternative technology has appeared for any of these. I can't recall the final stage where the business becomes a cash-cow blue chip, but I think there's alot of growth to be had before that point. Now this means the _companies_ can grow alot. I feel that the _stocks_ of CSCO, MSFT and SAP are fully valued right now. Shane