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

To: gdichaz who wrote (28056)	7/16/2000 6:34:49 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

We are pretty much in agreement, though our memories of the early 90's differ. I was part of a selection committee to select networking products for resale to the feds. CSCO's pitch emphasised that it was a "software company, not a hardware company" then went on to explain the power and the future of IOS. Wellfleet's strategy was to convince us that their routers were "denser" than the competition's. What we understood was that that was simply a game of leapfrog and that in a matter of month's brand X would be denser (density in terms of number of connections per unit and cost/connection. My view of things was that the Wellfleet/Synoptics merger was a defensive move as CSCO began to take market share at a faster rate than either of those two companies. Their stock (currency) was suffering greatly. My other point is that a lock based on software compatibility is virtually the same as a lock based on IPR, because software is IP.