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To: pbull who wrote (10289)2/15/2001 11:21:35 PM
From: mishedlo  Read Replies (1) | Respond to of 13572
 
in an increasingly competitive environment.

That is the key phrase IMHO.

More products to choose from
More companies providing them
Reduced margins for all involved because of this competition
Huge inventory problems for the losers
Gone is believable 100% growth rate because of competition
More obsolescence sooner as newer products coming out from somewhere all the time

How many real honest to goodness Gorillas are there left?

Is CSCO one? I doubt it. I think this is a royalty game now with CSCO JNPR and other companies included in various aspects. Comments on this thought, as well as implications if any?

M