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


To: voop who wrote (11012)11/23/1999 10:29:00 PM
From: Jean M. Gauthier  Respond to of 54805
 
Agreed.

In a lot of ways, is is starting to look like...... Cisco...

1- they are on an acquisition binge. (a la Cisco)
2- they are bigger than 3 of their competitors COMBINED
3- IPR
4- Barriers to entry
5- "Mindshare" among clients

Tired tonight, but this baby is starting to look like a primate...

They need "lock" on their market segment, do they have it ?

Hmmmm..

We should explore this further...

BFN
Jean