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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (34003)10/29/2000 9:15:29 AM
From: areokat  Read Replies (1) of 54805
 
That developments unfold rapidly is an understatement, but it seems that they unfold someplace else even more so. When you have holes, it makes me wonder just how customer-close these companies really are. Are these companies cherry picking....letting others do the grunt work from which they then select the most promising? If you let someone else solve a customer problem before you do, it can only mean you're losing touch yourself.

Chaz
You made some very good points but there is another look to this. Consider the innovators dilemma. An established company that listens to its customers in regard to a disruptive innovation is usually misled. In this context you do not want to listen to your customers.
Disruptive innovations are not likely to be made by a main stream R&D department but might be by a "skunk work" or a spin off or a start-up that can be acquired. CSCO has a strong competency in acquiring and integrating small, start-up companies that have technologies that CSCO thinks it needs.
One of the critical factors that CSCO looks at in an acquisition is the personnel fit between the two organizations and if it isn't there they will walk away from the deal.
I think it is a unique company that execute extremely well and has developed an acquisition management culture that is the basis for it's surviving in a very competitive arena.

Just my $.02 worth.

Kat
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