Clayton Christensen's book, theory, and examples.... Message Board

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Strategies & Market Trends : Clayton Christensen's book, theory, and examples....

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To: Raymond Duray who wrote (5)	5/28/1999 2:39:00 PM
From: moat	of 11

Hi, another question: Do you see Cisco getting stronger or weaker? and why? What's coming down the pipe and how will Cisco make out? Why? (and about LU and Tellabs if you have the patience to explain) I am asking because I have always had a lot of FUD about Cisco's router business. I know the router business is very sticky but because I can't "feel" the technology I have always had a lot of FUD about it being sustainable. This FUD has caused me a lot of money over the years (now Cisco is a one-stop shop). Is the battle going forward Cisco vs. LU, NT, etc... ? as data over take voice, how do you see that play out? why?

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