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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tony Viola who wrote (251)2/20/1999 11:16:00 PM
From: KY  Read Replies (3) of 54805
 
Tony/All,

Any thoughts on Lucent's battle with Cisco (gorilla). Moore has an interesting point of view on the difficulty in taking on gorillas head on.

We all have seen what has hapenned to AMD trying to take on Intel.

What is Lucent characterized as? Can it acheive Gorilla status along side of Cisco or will only one survive.

More ammunition for future discussion.

Alright, my wife is going to kill me...I'm gone.
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