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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (253)	2/22/1999 10:16:00 PM
From: DownSouth	Read Replies (2) of 54805

KY, The LU/CSCO situation is interesting. Its represents a point of inflection as two gorillas from two different markets (voice and data) collide as their markets converge. I think both will do fine for a while, but CSCO is the one that will grow the fastest, make the most profit, and segment the market with a "bowling pin strategy". I don't believe LU understands the concepts required to create and exploit a new market. CSCO does.

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