Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: ed who wrote (20268)	1/1/1999 4:33:00 AM
From: LindyBill	Read Replies (4) \| Respond to of 77400

Ed, unfortunately, there are only 3 companies out there right now that fit the criteria for "Gorilla", Microsoft, Intel, and Cisco. Dell is one hell of a strong King, and so is AOL, but they are not gorillas, and it is important in judging your investment to understand the difference. It's like poker. You will hold a Gorilla in a situation where you should fold a King. After the book came out, a lot of us tried to identify other real or potential gorillas, and make some money on them. We failed. Seibel may become one. Rambus is a candidate. But most people who got involved has pretty well concluded that you are better off investing in established gorillas, rather than potential ones. The key point most of us discovered was the gorilla position of Cisco. The market still does not understand this, and this is the reason LU, a "chimp" in internet, with a 20% growth rate, has a 153 PE to Cisco's 86 PE, (Thestreet.com numbers) 25 to 35% growth rate and a "lock" position. So called "experts" don't realize that Cisco will be able to continue to maintain margins that others in their industry can't. Mike Buckley, who has posted on these boards, is an expert on this, and every thing I have seen UncleFrank post indicates he has a good knowledge of the Gorilla effect. As a sidebar, I tried to educate our thread moron about this when he first showed up. It was a total waste of time. This "Gorilla" effect is why you are going to see Cisco continue to post outstanding, even unbelievable, numbers over the next 5 years, and why we, who stay with Cisco, "ain't seen nothing yet!" LindyBill

To: ed who wrote (20268)	1/1/1999 12:21:00 PM
From: jach	Read Replies (1) \| Respond to of 77400

500 lbs baby gorilla vs 800 lbs old gorilla Message 6144759 happy new year to all csco threaders, bulls and bears.

To: ed who wrote (20268)	1/1/1999 12:26:00 PM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 77400

Ed, I agree with everything about CSCO in reference to enterprise networking. But Telecommunications industry is a different ballgame with more OPEN STANDARDS (SS7,V90 H.323 etc) Did everyone forget when 3 com tried to capture 56k market by x2, it eventually became open V90 standard), and they don't like to deal with gorillas. My feeling is there is only ONE GORILLA that is MICROSOFT being de-gorillized by GOVT. Even MSFT has done this in consumer markets by Windows OS. They will not have same power in larger networks. Don't get carried away with this Gorilla thing. Todays' Gorilla's may become tomorrows Monkeys. Internet revolution will however benefit both Gorillas and Monkeys. Happy new year. BR