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: Doughboy who wrote (23213)	3/1/1999 7:16:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 77398

Your points are well taken, Doughboy. As a result of that book, I got in and out of I2 and Manguistics last year, lost money on Vantive, and made money on Seibel. What I learned was to stay with the established Gorillas until their story changes. That's why I am 57% Microsoft, 26% Cisco, and 17% AOL. I look upon the AOL as a "speculation" on my part. I think the book is right on the long term sway of major Gorilla's, and the fact that they do better than the market expects. I rode Cisco from 65 to 40+ to it's present price in the 12 months, and know you had better be prepared to ride the big waves if you want to surf the Gorillas.