Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (28051)	7/16/2000 3:35:02 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

DS: Yes, I agree that JDSU does not have an IOS such as that of Cisco. Although I would submit that Qualcomm does. What I was thinking about is that as I followed Cisco over the years since 1990, Cisco's "gorilla" position developed over time - it certainly did not start out as one, and did not reach gorilla status as quickly as Qualcomm did - simply because Cisco did not (and to my knowledge still does not) obtain its primary strength from its patent portfolio nor even IPR as narrowly defined, instead it built up its dominance through its hardware (routers), its business skills and vision and then gradually imposed its software on the entire networking world. But if you look carefully, that was not due to patents nor IPR, but the lead Cisco had, the leadership position it developed as a "must have" supplier and then the coup de grace - its IOS. Just food for thought and discussion. BTW I have never seen a "case" for Cisco's patents or IPR on this thread. Perhaps I missed it. In no way am I challenging Cisco's gorilla status in networking, it is solid and real IMO. But I am suggesting that it is not quite as simple as just due to patents and IPR. So, my question, by extension was, if Cisco took a somewhat eclectic route to gorilladom, could JDS Uniphase/SDL Inc.? Best. Cha2 PS To put it in another way, if Cisco's "lock" is its IOS, as I and others here think is so, is that IOS primarily based on an extensive and deep patent position? Perhaps, but my memory is that the basis for Cisco's IOS strength is much much broader than simply patents or even IPR (as IPR exists in Qualcomm's case). I have postulated it is Cisco's "know how".