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

To: Uncle Frank who wrote (33688)	10/24/2000 2:52:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

NT relies less on "legacy" systems than Cisco relies on the low/mid range routing business (another "legacy" system). That is my primary point UF. NT is taking over a huge tornado (fiber optics). Cisco's business, outside of high end routers (where they are starting to lose market share) is primarly "legacy". What market of Cisco's is in tornado? High end routers? Yes - but they are losing market share to JNPR and others in this area. My point in spades is that Cisco's business is main street - and an aging main street. What is in hyper growth for them?