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: LindyBill who wrote (20269)	1/1/1999 8:51:00 AM
From: Scott Kleinhans	Respond to of 77400

Investment Opportunity COMPUTERIZATION AND THE INTERNET BONANZA ARE SPARKING THE U.S. ECONOMY By the year 2000 half of the households in the U.S. will have computers. The rest of the world is not too far behind. With the dramatic decrease in price to about $500 for a computer, dynamic growth is assured for the next decade. The impact on productivity has been of the same magnitude as the Industrial Revolution. Stocks of the Future Carrier Access (CACS) Cisco Systems (CSCO) Compuware (CPWR) Cree Research (CREE) Earhlink Network (ELNK) Infoseek (SEEK) International Network Services (INSS) Metromedia Fiber Network (MFNX) Network Solutions (NSOL) Polycom (PLCM) Tarrant Apparel (TAGS) investools.com ***** I wonder what our Thread Moron (jach) will say about CSCO being a stock of the future.

To: LindyBill who wrote (20269)	1/1/1999 12:21:00 PM
From: Uncle Frank	Respond to of 77400

I'm flattered by your complimentary comment, LindyBill. Have a great New Year. And if you happen to uncover any baby gorillas, please let me know <g>. Frank

To: LindyBill who wrote (20269)	1/1/1999 8:37:00 PM
From: ed	Read Replies (1) \| Respond to of 77400

I do not understand why people waste so much time in finding the new "Gorillas" while the real Gorillas are just in front of them . Example, people talking about finding the new Microsoft, Intel, Csco, while the old Microsoft , Intel , Csco of today will continue to be the new Microsoft, Intel, Csco of tomorrow , that is what we called the effect of "Gorilla" . The big will be bigger, and the new comers are very hard to step in. As to CSCO , LU , who will win ? well , the market is so huge , both of them will prosper in the long run.

To: LindyBill who wrote (20269)	1/5/1999 12:02:00 PM
From: mauser96	Read Replies (2) \| Respond to of 77400

One of the remarkable things about companies like MSFT and INTC is that they were big very well recognized gorillas 5 or 6 years ago, but have continued to outperform the market. My retirement from my day job was financed by an "imprudent " over weighted position in Intel years ago , but the stock continues to rise. You don't have to find gorilla in early stages to do well. As far as future gorillas go, my best candidates are RMBS and CTXS , but this is a long shot and they are both fully priced. Maybe more important than trying to identify distant future potential of companies of this sort is just recognizing gorillas in early maturity, and sticking with them. One big advantage of doing this is that institutional behavior will put them on sale at intervals giving individual investors a chance at bargains. When the institutions are short of cash they will sell the big liquid techs, but it will also be the first ones they buy back a few months later. I really like CSCO, it is my biggest holding today. BTW, you were 100% right about SAP, though I suspect that at some point it will be a good investment again.