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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (11012)	11/23/1999 10:29:00 PM
From: Jean M. Gauthier	of 54805

Agreed. In a lot of ways, is is starting to look like...... Cisco... 1- they are on an acquisition binge. (a la Cisco) 2- they are bigger than 3 of their competitors COMBINED 3- IPR 4- Barriers to entry 5- "Mindshare" among clients Tired tonight, but this baby is starting to look like a primate... They need "lock" on their market segment, do they have it ? Hmmmm.. We should explore this further... BFN Jean

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