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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (28520)7/22/2000 2:08:25 AM
From: sditto   of 54805
 
Although their technology is good it doesn't appear to be discontinuous. Sounds a bit like the market is reacting as Geoff predicted - give the upstarts some market share to keep the Gorilla honest. I don't see a substitution threat to CSCO in the Enterprise space where end-to-end is the order of the day. Agree the other spaces may be more problematic for CSCO at this early stage before they are able to throw their full weight toward crushing the upstarts. At this point I'm still anticipating the same eventual outcome as the Bay/Synoptics/Wellfleet/Fore collisions.
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