CSCO innovated quickly to out perform Ipsilon's IP switching breakthru. How does thread feel about LU ability to take CSCO lunch which Ipsilon couldn't? Is it big R&D that wins or a small group of magical engineers working in the right environment?
Does LU have right environment for the multiprotocal IP world?
Does East coast have that culture for LU to thrive? East coast: is legacy home of the mainframe, mini-computer and PBX, Prime, Data General, Wang, IBM, LU, network wanna be's CTRON, Wellfleet,Chipcom,Cascade. West coast: incubation home of Intel, MSFT, CSCO, HP, Netscape, Coms, Qualcomm,Yahoo, PSFT, Oracle, Stratacom.
I feel insecure about high LU cap with all telecom manufacturers, appears Data Comm group cap is less leveraged than telcom group cap.
Megatrend east coast vs. west coast trend analysis along with derivative analysis shows telcom sector is overheated vs. datacomm sector. What do you think? |
