SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: EnricoPalazzo who wrote (41183)3/29/2001 6:16:01 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
I'm not sure how they can leverage their Gorilla power into telecom (Moore called this Gorilla Adjacency Power on the email list a while back--I think it's a very important concept). This is similar to Thomas' skepticism of Microsoft's ability to leverage it's desktop OS Gorilladom into internet services, although I think CSCO may have an even harder time.

While I wouldn't claim to any expertise on the networking issues (doesn't stop me from having an opinion, of course!), in Cisco's case it seems that much of the same technology applies in either sphere while in MSFT's case, the internet technology doesn't really have a lot to do with the desktop technology. Moreover, I would think that the telecom and enterprise networking solutions would often interconnect, giving Cisco a whole product opportunity. One could claim this for integrating .net into Windows, but it seems much more tangential.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News