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

To: mtnlady who wrote (21775)	3/30/2000 11:11:00 AM
From: mtnlady	Respond to of 54805

Sorry guys - there was a whole series of articles listed on Chaz's article. I linked over to them and then copied that link to my article. Looks like the link is the same as Chaz's so just one long extended article. Sorry!

To: mtnlady who wrote (21775)	3/30/2000 1:20:00 PM
From: John Stichnoth	Respond to of 54805

CSCO--Two articles from the Loral thread, courtesy of Jeff Vayda-- Hmmm, from the previous post and my bold below... I wonder...[if Cisco might buy Loral--JS.] Jeff Vayda (thanks Phillips Telecon) begin snip 1---------- CISCO SHEDS IP MYOPIA, TURNS TO CONTENT: Cisco Systems [CSCO], perhaps answering critics who say it has missed expanding its IP hegemony into new markets, yesterday agreed to shell out $800 million for SightPath, a developer of software for routing video and other Internet content. The deal comes only a week after SightPath signed a deal to provide its software to USinternetworking [USIX], which will put it in Linux-powered boxes to cache content near the edge of networks. "What USi will get will be a Cisco product," Tim Sylvester, Cisco's manager of product marketing for content services, told us yesterday. The USi/Cisco boxes are scheduled to be prototyped in April and mass-produced in July. The benefits of video and other content routing are becoming clearer as bandwidth becomes more-cheaply available. Cisco plans to target the video-training and research markets with streaming-video products. {{from the previous article: ViaCast Networks... will work with Loral CyberStar to jointly deliver video over Internet Protocol (IP) communications to all Cisco Systems' sales and marketing offices around the world. The communications network will allow sales and marketing information to be shared between Cisco's corporate offices more efficiently. It will also be used as a training resource in remote offices, allowing Cisco officials to communicate with new employees and selling partners in several locations simultaneously through streaming video and data information.}} The company is also banking on fiber reaching the curb within a few years to unclog the last mile, Sylvester said. Video and other content will be critical then, he said. SightPath's software does two major things, according to those who have used it. It intelligently caches content and it provides content routing. Cisco plans to use the product in each of its 225 offices to distribute training videos. Cisco will pay for SightPath with Cisco common stock. SightPath will become part of Cisco's Content Services Business Unit in its enterprise business. Paul Coe Clark III end snip--------------- begin snip 2----------- Wednesday March 29, 10:48 am Eastern Time Company Press Release SOURCE: ViaCast Networks, Inc. ViaCast Networks Announces Partnership With Loral CyberStar To Provide Video Over IP Communications to Cisco Systems IJAMSVILLE, Md., March 29 /PRNewswire/ -- ViaCast Networks (Viacast), a leader in end-to-end broadband networking solutions, announced today they will work with Loral CyberStar to jointly deliver video over Internet Protocol (IP) communications to all Cisco Systems' sales and marketing offices around the world. The communications network will allow sales and marketing information to be shared between Cisco's corporate offices more efficiently. It will also be used as a training resource in remote offices, allowing Cisco officials to communicate with new employees and selling partners in several locations simultaneously through streaming video and data information. Dave Patten, Loral CyberStar's senior vice president for marketing, said the arrangement with Viacast is a ``win-win for our two companies. Viacast makes a great technology partner because of their superior broadband IP services and management capabilities; and we are pleased to have this important opportunity to provide worldwide broadband service coverage, installation, and maintenance support to a company such as Cisco.' Viacast's President and CEO Mitch Robinson, added, ``There is no greater credibility than being chosen to support a premier provider like Loral CyberStar in its engagement with an industry leader like Cisco Systems. Our IP-COMPANION(TM) is functionally a broadband satellite router solution, and to be chosen by Loral CyberStar to supply to Cisco, the leader in router technology, is very gratifying. Our IP-based, DVB compliant technology outperforms the competition and is why Viacast was the obvious choice to assist in completing the network solution for Cisco.' About ViaCast Networks, Inc. As a leading provider of broadband networking solutions, Viacast makes good on the promise of broadband content delivery today, regardless of network infrastructure. Viacast enables high-speed end-to-end transmission of media- rich broadband content to terrestrial wireless, wireline, cable, Internet service and caching providers. The company's suite of drop-in, DVB-compliant technology for data broadcasting and two-way satellite applications also enables global enterprises to transmit and access high-speed broadband content through bypass technology, such as VSAT. For more information, visit www.viacasting.com. SOURCE: ViaCast Networks, Inc. end snip 2---------------- The combination of these two developments suggests that Cisco might move to the Satellite side in a big way. That would (1) lessen the impact of any narrowing of margins in the very competitive backbone arena (the OC192 and terabit routers that you all have been discussing), and (2) give them a chance to establish a royalty position in a new area that nicely complements their Gorilla postion. mtnlady--Cisco's preannouncement is classic gorilla-ing, eh? MSFT has been the master of this as well, as I think you know. Best, John