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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (5707)8/31/1999 7:56:00 PM
From: Tom Ardnij  Read Replies (1) of 54805
 
Uncle Frank and thread,

Check out this article on IBM's capitulation in the networking arena. It comes as no surprise to see who is on the other side of this transaction. CSCO continues to build a nearly unassailable value chain in the networking arena. This is a classic read describing the difficulties presented when a gorilla builds barriers to entry.

news.com

How do we get directions to the San Diego event?

Best Regards,
Tom
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