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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: speedskier who wrote (41190)3/30/2001 8:27:43 AM
From: gdichaz  Read Replies (1) of 54805
 
speedskier: To paraphrase the opening line in Moby Dick, "call me Cha2" <G>. Kidding of course.

Much appreciate your opening as did Uncle Frank.

Any respect implied or otherwise is greatfully received.

But I was not clear. Used shorthand.

What I was referring to was fiber. And the message is data or all varieties.

To me data is the future, and that is where Cisco has stumbled in trying to compete - specifically in fiberglass.

And I fully recognize Cisco's strengths, they are awesome.

And perhaps Cisco will yet become a power in fiber, my only small point was that it is not a gorilla there.

(Actually, no one is !)

Best.

Cha2
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