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

To: LindyBill who wrote (20584)3/18/2000 12:17:00 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
LindyBill: Cisco is responding and is acting. Cisco is buying companies and brains and technologies. Management is very very proactive on fiberoptics.

The problem Cisco had, and to some extent still has, is that it is now playing in someone else's playground, not its own.

Nortel has years of experience in fiberoptics and depth of talent in fiberoptics and is also buying companies and brains and technologies.

Lucent is trying but both Nortel and Cisco are snapping up the brains needed for the future much more successfully.

Again, I am not suggesting that Cisco will lose.

But prudence requires watching carefully.

Best.

Cha2



To: LindyBill who wrote (20584)3/18/2000 3:29:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
Bill, from my personal knowledge based on calling on Cisco up until last November, they have has a massive optical effort in place. Headquarters are in San Jose, and the lead division is in Canada. It's amazing that investors with a casual knowledge of networking think that they can outguess the experts at Cisco. This Gorilla, who is a client of the Chasm Group and understands the GG, will not falter over the optical issue.

jmho,
uf


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