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

To: LindyBill who wrote (22347)	4/6/2000 1:20:00 AM
From: Juliet	Respond to of 54805

>>...what the hell difference will it make to us anyway?<< On the GG Email list it came up in context of determining whether or not Cisco is a "contained gorilla." Some of the dialogue: --- Geoffrey Moore <geoffmoore@chasmgroup.com> wrote: > If Cisco remains uncontained, they get to steal market > cap every year from Lucent and Nortel in their primary > markets, and who knows who else in new markets. That is > where the market cap growth would come from. > > Cheers, > Geoff -----Original Message----- From: Malia, Thomas [SMTP:tmalia@YasudaAmerica.com] Subject: RE: [gglist] RE: Can Cisco grow further? I believe that Cisco's assets are its installed base of routers and switches and its proprietary IOS. A lot of this is not going to matter in the "photonic" era. This talk of "contained" and "non-contained" Gorillas does not sit well with me. A gorilla can not be contained. No one has been successful in using one gorilla position in a proprietary architecture to buy or develop another. MSFT was successful only to the extent that Browsers were the stuff of PC platforms. The guys who invent, market and standardize a pure photonic switch will be the next Intel, MSFT, CSCO. Tom Malia -----Original Message----- From: Bill [mailto:billburgess@chartertn.net] Who are some of the players in the "photonic" switch arena? -----Original Message----- From: "Malia, Thomas" <tmalia@YasudaAmerica.com> I guess I'm a little ahead of myself here. As far as I know, one has not been invented as yet. There are several companies, not the least of which is Lucent, who claim to have made great strides in that direction. I suppose Cisco could come up with the Trump card. My point is that it is not as much a matter of Gorilla power as it is research and maybe a little luck. Tom Malia