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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: que seria who wrote (1749)4/2/2000 11:41:00 AM
From: Mike Buckley  Read Replies (2) of 1817
 
que seria,

the yet-unstaked tech lead in the seemingly wide-open category of switches for optical networks.

If I correctly understand the discussion in the G&K folder about that, the primary issue is that the optical networks require that information delivered on the photon highway must ultimately be converted back to electrons. Therefore, the so-called unstaked tech lead is clearly staked out by Cisco as the Gorilla of networks. If we understand this correctly, the evolving nature of the networking sector is a classic example of why a Gorilla has such a huge advantage over all the other competitors.

--Mike Buckley
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