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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (38041)1/16/2001 5:07:49 PM
From: Mike Buckley  Read Replies (1) of 54805
 
mtnlady,

[Cisco] never HAD any traction, in the other "evolving market"

Thanks for making such a strong case for me. :)

I believe your biggest concern is about Cisco's ability to maintain or gain traction in a market that has evolved. You had that concern when the economy was growing at increasing rates. If I understand your concerns properly, the slower growing economy isn't nearly so relevant as is the changing market (for products) and Cisco's strategies of dealing with the change.

--Mike Buckley
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