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

To: TigerPaw who wrote (11652)	12/1/1999 11:55:00 AM
From: Uncle Frank	Respond to of 54805

>> Can we assume the recognized Gorilla Cisco can do what it wants in this area, or does the at least King sized collision cause a reevaluation. Imo, LU's size and entrenchment in it's sector make it a formidable foe, even for Silverback Cisco. The voip convergence battle is far from being a slam dunk, and I think the same uncertainty of outcome applies as in the case of a Gorilla-Gorilla face off. I don't know if you've read this morning's posts, but I've invited Mr.Fun, one of the foremost experts on this topic, to give us a presentation. UF

To: TigerPaw who wrote (11652)	12/1/1999 12:26:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Cisco, doing wireless fixed, could be a niche Gorilla if no one else is doing it. However, it is really a "fixed" battle, as I see it, and anyone can play in that battle, including all the carriers, LU, Nortel, etc. No kings, a lot of princes, IMO. There is no real "lock" to having wireless fixed if wired fixed can compete. Remember, LU, however powerful, is not a Gorilla in any market! so they will never be involved in two gorillas bumping heads. Wireless mobil, with HDR, is a Gorilla play. Unless someone can come up with the capacity and speed of wireless mobil that Q has, they have a breakthough that will be a monopoly.