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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Pirah Naman who wrote (43420)6/12/2001 7:54:21 PM
From: EnricoPalazzo  Read Replies (1) of 54805
 
Does this seem like a demonstration of gorilla power? Where is the architectural control muscle?

I don't think that they have Gorilla power over the telecom space. They have Gorilla power over the enterprise space. It is in fact not established that core routing will be a Gorilla game.

What Cisco does have is:
-tons and tons and tons of cash
-Crackerjack managers

Juniper has the second, and also (from what I understand) better technology. They do not have the first, which is why Cisco is trying to compete with them on the cash level.

The more troubling question is, if core routing is not a Gorilla game, will Cisco be able to win it? Cisco got where it is today by playing everything like a Gorilla Game (just like MSFT and INTC). If they come across something that seems to be a GG but isn't, they may play by the wrong set of rules.

It's worth mentioning that powerful tech companies seem down and out far more often than they actually are--it's like watching the Bulls trail in a playoff series. While formerly-great Gorillas can blunder massively (see IBM), it's usually as a result of complete mismanagement, which I don't see at Cisco. I see tough times, but not complete mismanagement. As Geoff said a while ago about Microsoft, they'll get about 20 at bets over the next ten years. If they strike out every time, they get what they deserve.

Ethan
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