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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: MarkR37 who wrote (30802)8/31/2000 5:34:59 PM
From: Uncle Frank   of 54805
 
>> I remember reading about Juniper before they came public and wondered why CSCO did not buy them out early.

Cisco buys companies as a form of r&d and to acquire engineering talent. They may have considered jnpr's products as evolutionary, making the r&d value minimal, and since the talent had spun from csco, realized they wouldn't be able to hold on to them afterwards.

jmho,
uf
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