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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (48016)	10/17/2001 1:10:43 AM
From: Atin	Read Replies (1) of 54805

You're saying making it look the same is hard? I don't understand . . . IP protocols are public standards so Cisco doesn't have a lock there, the IOS command line interface language is easy enough to duplicate (this seems to be the way to configure routers at service providers and I know at least one router company that has a "cisco cli mode" for example), it is a veneer, and has nothing to do with the internals. It is certainly not a technology "lock" which is what I thought a "gorilla" required. Is there more to IOS that I don't understand? I see Cisco as a router maker that has to play in basically the same ballpark under the same "speeds and feeds" rules. We saw that when they didn't keep up with the speeds and feeds from other competitors, IOS didn't keep customers around. That is, Cisco doesn't have a technology lock via IOS - they have to execute at the hardware/software level just like everyone of their competitors and if they miss out on the speeds and feeds, they lose marketshare in the service provider space. They're having to play a game of leapfrog with their competitors - not the mark of a gorilla. Thanks, -Atin

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