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

To: gdichaz who wrote (28046)	7/16/2000 3:07:36 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

In fact, if Cisco is a gorilla, what IPR's make it so? I for one consider CSCO a gorilla, but if so, then why isn't JDSU? Is it Cisco's ISO (which is not based on a series to patents in depth as best I know)? Probably. Does JDSU have anything similar? A corner on manufacturing facilities, intellectual and business talent in fiberoptics is not IPR, but is it enough? CSCO's gorillaness is based on its IOS software. There is IPR in there, I am sure, just as there is in Windows, but that is not what creates the BTE. IOS has features and interoperability that causes the customer to standardize on CSCO, even though the network is based on the open architecture of TCP/IP. To my knowledge, JDSU has no software equivalent to IOS. JDSU is selling components that are being integrated by system companies (NT, LU, etc) who are adding the software to the integrated system. That fact is another reason that JDSU cannot break away from a standards-based product with no open proprietary architecture. Their products are componets that others are using to try to build their open proprietary architectures.