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To: Paul Reuben who wrote (33095)3/28/2000 6:05:00 PM
From: Paul Reuben  Read Replies (1) | Respond to of 77398
 
Juniper trumps Cisco at its own game

news.cnet.com

(By the way, you'd think SI's spellchecker would stop flagging the word "Cisco" by now.......:O)



To: Paul Reuben who wrote (33095)3/28/2000 11:01:00 PM
From: Paul Reuben  Read Replies (1) | Respond to of 77398
 
Analyst: Cisco Has Little to Fear from Juniper M160


biz.yahoo.com



To: Paul Reuben who wrote (33095)3/29/2000 3:11:00 PM
From: Zoltan!  Respond to of 77398
 
>>As long as a gorilla remains a gorilla, there's certainly no need to sell.

Yes. I just saw a 1/2 hour interview with Geoffrey Moore on Big Thinkers on ZDTV.

Moore made clear that Cisco was "the" gorilla and pointed out that once the gorilla is clearly evident, usually by market cap, that the gorilla game requires that you sell the competition - in this case LU and NT - and put your money into the gorilla - Cisco.
zdnet.com