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

To: gdichaz who wrote (28054)	7/16/2000 3:54:15 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

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. Actually, cha2, CSCO's IOS was always there and was from the early days in very conscious part of their strategy to differentiate their products from Synoptics and their other competitors. There was nothing gradual about it. It was the IOS that, once they had a customer, caused them to be the de facto standard at that customer's sites. IOS, is, in a very real sense, IPR. It is intellectual property (IP); it cannot be copied legally; and the capabilities of the IP give CSCO its strength (BTE, switching costs, product advantage.) There has been no case made for CSCO's patents, but its software has the same strengths as patents, imo. EDIT: I just did a search and found about 20 patents held by CSCO. They seem all related to software capabilities in a router, so perhaps their patent portfolio for routing capabilities in IOS is key. I will get back with more details later tonight.