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

To: Ruffian who wrote (1933)	5/13/1999 4:33:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Cisco Losing Its Gorilla Status? Yeah, Michael, that post is almost a "mantra" from the "Lu-heads" I used to think that the hatred of Bill Gates could not be surpassed, but the "Dilberts" who work for Cisco's competitors really have a problem with the company. Anybody can be knocked off, but, in the telecom arena, with all the business available, I think Cisco will continue to dominate for a long time. My question now is: Can the stock continue to match it's climb of the last few years? Obviously not, a few more doubles, and it would be worth more than the USA! But, we may have one more double in it. It is 20% of my portfolio, and I am really watching it.

To: Ruffian who wrote (1933)	5/13/1999 9:26:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Mp, Thanks for reminding me about that article at the Fool. I meant to mention the following when it was first publshed and forgot. However, I don't believe that it warrants such an incredible premium to its competitors. Has anyone compared Cisco's premium to Lucent's premium? I'm hoping to ride on the laurels of someone's homework rather than doing it myself. :) --Mike Buckley