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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 6:07:00 PM
From: DownSouth	Read Replies (2) of 54805

sand wedge, thanks for the interesting LU/CSCO banter. I seriously question your contention: "a growing desire by many of Cisco's customers for a viable alternative due to pricing and customer satisfaction issues". I don't see that. CSCO's customers are not complaining about "satisfaction", by and large, and their biggest customers, imo, perceive CSCO to be a business partner. Pricing is always an issue, but ROI on CSCO product is very high. On another point, regarding acquisition of technology versus, internal development, I contend that LU's R&D model is obsolete. It breeds NIH syndrome and is more expensive than CSCO's model of investing in promising firms and buying the ones that produce potential winning technologies. Of course, as UF says, they will both prosper. The question is which will grow the fastest and which is most likely to win in the areas in which they compete. As a sales person who has had experience with both companies over my career, my bet is on CSCO and that is where my money is.

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