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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Morgan Drake who wrote (1621)5/1/1999 12:12:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Other than mentioning that Cisco might rid itself of Juniper's threat by buying it (as they've done in the past), I've stayed out of the discussion about the possible demise of Cisco as a gorilla. You didn't really expect me to stay behind the scenes forever, did ya? :)

Folks, gorillas do indeed die. Read pages 112 - 115 about the death of a gorilla.

However, gorillas only die because their regularly scheduled programming is pre-empted by new, discontinuous innovations. My thinking is that the upstarts with faster routers do not constitute discontinuous innovations. They are continuous innovations that do not pose nearly the threat to Cisco.

Did Paul Johnson, in the Forbes ASAP article, suggest that the upstarts are bringing discontinuous innovations to the marketplace? My point is that there is a huge difference between those upstarts being a viable threat to Cisco and a being life-threatening competition for Cisco's role as gorilla.

--Mike Buckley

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