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

To: gdichaz who wrote (1497)	4/26/1999 8:56:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Chaz too, Looking forward to your further careful analysis of the Q in comparison to Cisco. Is there more to come now or soon? I don't have any more to add. Dave was hoping to arrive at comparisons of the financial statements but came up empty trying to find out details as far back as 1990. My earliest source only goes back to 1993. Does anyone have access to Cisco's financials back to 1990? (I don't know how far back the SEC filings go.) You mentioned concepts from "the Innovators Dilemma" by Christensen who is the favorite guru of Intel management and has been strongly recommended by George Gilder. Not me. Never heard of it or him. --Mike Buckley