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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: sand wedge who wrote (7975)	10/10/1999 2:59:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> any failure to execute on Cisco's part in combination with Lucent building the appropriate arsenal, can be the first blow... John Chambers would be the first to agree with you, sw. That's why Cisco isn't sitting back and enjoying their success. I have been selling to them full time for most of this year, and I can assure you that there is no complacency in their organization. To the contrary, their sense of urgency borders on panic (which makes my life pretty stressful <g>). Lucent is not Cisco's only challenger. Don't discount Nortel, with their wonderful arsenal of optical tools, or Juniper, or Extreme Networks. But as a Gorilla gamer, despite the many threats to their continued dominance, I find Cisco to be the only valid play in the Networking sector, which I feel is second only to the Wireless sector as the most likely area to find obscene appreciation over the next few years. uf

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