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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mr.Fun who wrote (3148)6/25/1999 12:58:00 PM
From: LindyBill   of 54805
 
Thanks, Fun. It will be very interesting to see how this all turns out. We will all get rich in this area, that's for sure. Our differences are what make a horse race.

I think there is a lot of pressure on new systems to go Cisco for wired, and Qualcomm for wireless, sold though many vendors, of course. There will still be people using dial phones somewhere in the world 50 years from now, IMO. As you say, you don't get a clean break unless there was no system at all before. Your following statement really sums it up well.

Carriers want Cisco because of the marketing cache it can bring to bear against enterprise customers. Carriers fear Cisco because they hate relying on a single vendor for a product class and because it has not proven itself to be capable of delivering the reliability they expect.

LindyBill

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