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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Atin who wrote (48017)	10/17/2001 1:44:26 AM
From: paul_philp	Read Replies (2) of 54805

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? The command line interface (CLI) is probably less than 1% of what IOS does. The meat of IOS are the routing algorithms. Even though IP and the routing protocols (OSPF, BGP) are standards, their implementations are very different. One of the reasons Juniper has been successful is that they made Junos 'bug-compatible' with the routing protocol implementation in IOS. How easy is this to do? Juniper had to hire Tony Li and his team away from Cisco to get the job done. Other routing products that are not compatible 100% with IOS do not stand much of a chance in the market. As for lock-in, the proper term is switching costs. The cost of switching from IOS is very high. All your tech folks are trained in IOS and all you routing tables are built in IOS. There is very little question about Cisco's status as a Gorilla. Paul p.s. Have you read The Gorilla Game?

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