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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: speedskier who wrote (41190)3/30/2001 12:34:37 AM
From: EnricoPalazzo  Read Replies (2) of 54805
 
That was a tremendously informative post, speedie, and I hope to hear more from you in the future.

But if I may--and you're obviously more well-informed here than I--it seems that IP telephony is just a form of enterprise networking, no? I mean, their success in getting enterprises to standardize on their IP telephone systems doesn't speak to their ability to get telecom firms to standardize on their stuff, does it?

So insofar as IP telephony for enterprises is part of CSCO's natural market, extending their Gorilla power into it shouldn't be too tough. But I'm not yet convinced that they'll have a real leg up when it comes to selling to telecoms, which seem to be outside of CSCO's natural market.

Part of the problem is my relative ignorance when it comes to the "telecom" market. I mean, I've heard that it's huge, but I'm not sure what exactly it is that these firms will be buying (or even who exactly these firms are).

ardethan@meaculpa.net
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