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

To: Mike Buckley who wrote (38038)	1/16/2001 4:47:42 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

"gaining traction in an evolving market" Based on JNPR's numbers I would say Cisco may be losing traction in "an evolving market"... I know for a fact that they are "losing traction", or should I say.. never HAD any traction, in the other "evolving market" (i.e. OC-192). Mike, if Cisco's only 'wins' are against small start-ups (i.e. where you say they are "gaining traction") Chambers is going to need more than SPIN in another year, or less, or so to fend off the wolves.. In short Mike, Cisco needs to find another tornado.. quickly. And (!), I might add, they will not have 'bogus bucks' (i.e. hyper inflated stock value) to assist in buying up everything on the map to assist in their elusive search for 'the next great market'.. p.s. Thinking about Cisco a bit more I think what disturbs me even more is that Cisco basically doesn't invent anything anymore themselves. They neither mfg., support (3rd parties do all of their repair work), nor 'create'. They have become a giant financial holding company and sales organization. Their growth is fueled by two things. a) Buying companies and assimilating them b) using their sales organization/name to sell the stuff for a higher price and much greater volume than the small company they bought ever could on their own. In short.. this entire ponzi scheme is totally built on the ability to BUY up companies. If anything threatens that ability.. Cisco is in for some major 'hurt'. NT and JNPR, while they too buy companies, for the most part invent 'in house'. They can keep on cranking out inventions without ever buying up another company (i.e. can keep the products coming even in their stock price is reduced). p.p.s defn: "spin" = "To tell, especially imaginatively" I think the word "spin" is quite appropriate here Mike...