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

To: EnricoPalazzo who wrote (42763)5/17/2001 8:48:51 PM
From: Judith Williams  Respond to of 54805
 
ardethan--

this doesn't necessarily have anything to do with the size of the company

To some extent it does. A company the size of CSCO will have any number of product lines at different stages of the TALC. It moves to Main Street when this is no longer the case and the product lines are all established. An upstart like a Juniper, however, operates on the left side of the TALC with a fairly restricted, but critical product line --a situation I don't think will last that long as we see JNPR leveraging the OC-192 into other lines or components.

--Judith Williams



To: EnricoPalazzo who wrote (42763)5/18/2001 12:08:34 AM
From: Thomas Mercer-Hursh  Respond to of 54805
 
So if I understand correctly, it sounds as if wholeness is typically an attribute of early in the TALC

On the contrary. If anything, early TALC companies or products are often niche products, i.e., bowling pin targeted. If anything, wholeness more likely relates to product maturity, although it has a lot to do with company attitude as well.


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