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

To: tekboy who wrote (11607)	12/1/1999 1:44:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> prosperous investing Ouch, that hurts. I'll try to behave <g>. The Cisco announcements have me confused. I'm concerned, but not sure they constitute a competitive threat to Q. I'm waiting for an expert opinion from someone like Dr. Fun. I'd also like his take on the lu/one.tel hdr venture as well. I think I'll invite him to make one of his wonderful posts. Prosperous investing indeed. uf

To: tekboy who wrote (11607)	12/7/1999 4:11:00 AM
From: Martin Atogho	Respond to of 54805

I am not UF but I think somebody answered this question on the other Q thread. Apparently, Paul Jacobs recently said at a conference that he did not Csco's entry into this space as a threat. Infact, he considered that Csco would be a Q CUSTOMER! Sorry I can't be more precise with the exact post no. but hope this helps. Long on Q also. PS. Funny how all the other silverbacks (Msft, Intc, and now Csco) seem to have been eyeing this space or striking alliances with Q.