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.

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

To: gdichaz who wrote (1129)	4/6/1999 11:38:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

think NT has a fine future - much better than that of LU. I think NT makes GM look like a go-go- company. (But I love my new Cad Seville STS!) NT is just too hide-bound to lead. NT, LU, are "princes" and "king" candidates. The Gorilla is CSCO. This conversation, of course goes on and on, on the cisco and lu threads. You know the old newspaper expression, "Time will tell!" Can sense Uncle Frank's bloodpressure rising as he counts the number of my posts. Chaz, I gotta tell ya, I really admire your sense of humor on this subject! Frank got on your butt because he, (and I) are so sick of the repetitive negative MSFT posts we have put up with on other threads. LindyBill

To: gdichaz who wrote (1129)	4/6/1999 11:43:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>>Can sense Uncle Frank's bloodpressure rising as he counts the number of my posts. :-) No problem, Chaz. The wonderful action of aol, qcom, csco and msft has put me in a blissful mood and I feel like gushing myself <g>. Your comment on lu is in line with my thinking. I believe they over paid dramatically when they bought asnd, which was a niche player at best. As I understand it, a lot of key asnd talent has already defected, and their addition to lu's ip engineering base was one of the key features of the acquisition. Bay/Nortel is another story. But from personal experience (I am an account exec calling on Cisco for an Asian semiconductor company), I can tell you that Nortel will have to accelerate to hyperspeed to keep up with the pace at Cisco. In the final analysis, the sector is so hot, there will be room for many winners. I expect csco, lu, and nortel shareholders will all enjoy abnormally high returns from their investments over the next few years. imho, csco is still the best of the lot, which is why I keep it as a core holding. Frank