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

To: TigerPaw who wrote (21332)	3/25/2000 4:21:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

TigerPaw: The confusion is similar to that with the wireless internet nexus. There is no "established player" in that - even Qualcomm is not "established". Microsoft is still knocking at the door. In fiber optics system system supply there is no "established player" either - although NT is far far ahead of Cisco or anyone else - clearly in current systems and may well be in future all optical systems coming sooner probably than anyone expects - i.e. within a year or three. The crucial point is whether Cisco's gorillaness in "networking" gives Cisco a major advantage in different space in a royalty game with experienced players such as NT and LU. So far it looks as if Cisco may be able to gain on LU. There is no evidence that it is gaining on NT. And there is little likelihood that there will be any gorilla, NT or Cisco or anyone else in this exploding area of fiberoptics system supply. This will be a fascinating gorilla/royalty test case of whether Cisco can in fact over time gain sufficient traction from its "networking" expertese in LAN and WAN to overcome the presence and lead that NT and LU have there now. In other words, how far out from home can a gorilla extend its reach against other players in a different playing field. Cisco is a little like Deon Sanders playing baseball. Deon is a great athlete and a superstar football player but he found that he had difficulty being equally outstanding in baseball. Best. Cha2