Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Martin Rasch who wrote (706)	3/8/1999 11:51:00 PM
From: Uncle Frank	of 54805

Martin, Are you counting in the DEC division when you compare cqp and dell revenues? I'm not sure that is "apples to apples". With regard to lu, they are the dominant player in voice protocol, whereas csco is the Gorilla of the ip jungle. The upcoming battle should be titanic <vbg>. Frank

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