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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: D. Newberry who wrote (20724)	3/19/2000 3:32:00 PM
From: Snowshoe	Read Replies (2) of 54805

WIND - Tornado for Managed Switches (TMS) DN, recently we've discussed WIND on this thread as a GG candidate. Can you comment on the possibility that WIND's TMS is a discontinuous innovation that will reshape the networking industry? wrs.com Note: Cerent used this on it's 454 SONET box prior to the $6.9 billion CSCO buyout. Zhone, founded by some former Ascend execs, is also using it.

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