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

To: DownSouth who wrote (28055)	7/16/2000 4:05:39 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

DS: You are the expert. Therefore of course I accept your point that Cisco's IOS was in at Ciscos's launch, though I assume improved and strengthened since. But at the time back then it seemed that Wellfleet was eating Cisco's lunch in the early days, prior to the disastrous merger with Synoptics. So there was no slam dunk due to Cisco's IOS or any other feature Cisco had until Wellfleet in effect shot itself in the foot. Again, sure Cisco's IOS may have always been with Cisco, but my experience and memory (faulty as it is) tells me that Cisco brought many strength to the network other than its IOS and those other strengths made the users willing to swallow Cisco's IOS as part of the deal, and then later the users required other suppliers to use Cisco's IOS which had become a de facto software network standard by that time. I am just suggesting that patents are not the key to Cisco's gorilla status (or if they are, that has yet to be demonstrated on this thread), so it makes the "patent" test or I would submit even a narrow IPR test based on patents, not the only basis for the "lock" which characterizes gorilladom. Best. Cha2 PS BTW Synoptics was in the LAN business, Cisco the WAN business - some overlap early on, but minimal.