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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (33600)	10/24/2000 10:04:19 AM
From: Uncle Frank	Read Replies (2) of 54805

>> UF you are one of the local Cisco experts. What markets do you see that Cisco is currently in that is in a tornado right now? My expertise lies in persuading real experts to answer questions like that, ML <gg>. Phoenix from the Cisco thread was extremely helpful in outlining Cisco's end market segments and ranking their penetration into each. Message 14646421 As far as how each stands with relation to the tornado, I'd venture that most are growing at a fast enough rate to satisfy our criteria, but if you wanted me to quantify that, I'd have to persuade Dell'Oro Group to help me. uf btw, I believe extr competes in the L3 switch sector, not high end routers.

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