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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (23823)	4/28/2000 3:31:00 PM
From: solihull	Read Replies (1) of 54805

I like your broadband strategy Jean. FWIW, we all know of PMCS's close relationship with Cisco, but I didn't know until last year that one key director, Mr. Marshall was VP and General Manager of Cisco's Core Products Business Unit. He also was VP of Engineering for Cisco until 1995. PMCS, like QCOM, is in the cross-hairs off the future, IMHO. Will be interesting to see what percentage of your port. PMCS is a year from now... Regards, John

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