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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (1464)4/26/1999 8:22:00 AM
From: gdichaz  Read Replies (1) of 54805
 
To Mike: Re your comment on internut-stock meltdown, and its probable pervasive effect. In that context you cite Cisco's two 40% price declines. As the old song goes, "Yes, I remember it [them] well". It was difficult to hold through these debacles. I took them as warnings of course and redoubled my efforts to examine the playing field overall and Cisco in particular and found in each case that it was a matter of general market emotion, hysteria, misunderstanding etc. plus in one case a bit of media hype for a supposedly competitive approach which would displace the lock Cisco had on networking due to its dominant position in routers. Switches were bandied about as making routers obsolete. What few understood at the time (including me) was that Cisco had a strong position based on what we would now call gorilla characteristics. (The concept didn't exist then) Specifically Cisco had a major hold due to its operating system imbedded in the routers which managed the system in effect (the OS) and also Cisco's routers were the way to maintain superior quality of service (QOS) throughout the network and last the "one stop shopping" concept for networking gear was very powerful in Cisco's favor. Just grist for your mill. Chaz too
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