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

To: sand wedge who wrote (7975)	10/10/1999 2:59:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> any failure to execute on Cisco's part in combination with Lucent building the appropriate arsenal, can be the first blow... John Chambers would be the first to agree with you, sw. That's why Cisco isn't sitting back and enjoying their success. I have been selling to them full time for most of this year, and I can assure you that there is no complacency in their organization. To the contrary, their sense of urgency borders on panic (which makes my life pretty stressful <g>). Lucent is not Cisco's only challenger. Don't discount Nortel, with their wonderful arsenal of optical tools, or Juniper, or Extreme Networks. But as a Gorilla gamer, despite the many threats to their continued dominance, I find Cisco to be the only valid play in the Networking sector, which I feel is second only to the Wireless sector as the most likely area to find obscene appreciation over the next few years. uf

To: sand wedge who wrote (7975)	10/10/1999 6:07:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

sand wedge, thanks for the interesting LU/CSCO banter. I seriously question your contention: "a growing desire by many of Cisco's customers for a viable alternative due to pricing and customer satisfaction issues". I don't see that. CSCO's customers are not complaining about "satisfaction", by and large, and their biggest customers, imo, perceive CSCO to be a business partner. Pricing is always an issue, but ROI on CSCO product is very high. On another point, regarding acquisition of technology versus, internal development, I contend that LU's R&D model is obsolete. It breeds NIH syndrome and is more expensive than CSCO's model of investing in promising firms and buying the ones that produce potential winning technologies. Of course, as UF says, they will both prosper. The question is which will grow the fastest and which is most likely to win in the areas in which they compete. As a sales person who has had experience with both companies over my career, my bet is on CSCO and that is where my money is.