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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (4935)	8/18/1999 10:27:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, There have been dozens of networkers that were going to knock off Cisco, but based on GG theory, it's not going to happen. Do you mind if I clarify that? GG theory says it won't happen using continuous innovations but GG theory also says it could happen using a discontinuous innovation that displaces Cisco's technology. The corollary is that Cisco, being a gorilla, can ONLY be displaced by a discontinuous innovation so the chances are small. --Mike Buckley