Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Pirah Naman who wrote (42713)	5/17/2001 12:12:51 AM
From: Thomas Mercer-Hursh	Read Replies (3) of 54805

Seems like there should be a Gorilla response at some point, unless this mere 7% of the business is considered unimportant. Do we consider other companies as overall gorillas based on 7% of their product? Seems to me that, if routers are only 7% of Cisco's business, then either this isn't what makes Cisco a gorilla or Cisco isn't one. We have had at least one recent reminder that software is a key part of Cisco's position. I would suggest that another part is the "wholeness" of their solution. Wholeness can easily include a component which has been largely commoditized.

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