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

To: Boplicity who wrote (33996)	10/29/2000 1:34:32 AM
From: chaz	Read Replies (2) \| Respond to of 54805

Greg, YES! I think it to be a flaw as well, and re CSCO, it does trouble me. That developments unfold rapidly is an understatement, but it seems that they unfold someplace else even more so. When you have holes, it makes me wonder just how customer-close these companies really are. Are these companies cherry picking....letting others do the grunt work from which they then select the most promising? If you let someone else solve a customer problem before you do, it can only mean you're losing touch yourself. Not a good sign, IMO. JDSU's approach has been different. I see them building a stronger company by adding blocks, rather than plugging gaps. Not sure about BRCM...don't know enough about it to comment intelligently, or unintelligently, maybe others can. Chaz