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

To: Bruce Brown who wrote (42781)	5/18/2001 11:10:13 AM
From: Judith Williams	Read Replies (1) \| Respond to of 54805

BB-- Juniper stepped in and improved the part I was referring to the OC-48 being displaced by Juniper's OC-192, which left CSCO's older version at the gate. --Judith Williams

To: Bruce Brown who wrote (42781)	5/18/2001 11:23:56 AM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

It sounds as if one way to paraphrase your description would be that the networking equipment market mushroomed dramatically over the last three years, except for the recent and presumably temporary constriction, and that multiple competitors have been successful at carving off some fairly substantial and growing segments of this growth, possibly starting with an advantage in a single category, but developing this into broader share. If this is a fair summary, it doesn't sound very gorilla-like. I am particularly interested since the reasons given for Cisco's [one-time?] dominance were their software, which presumably addresses integration and control issues in complex networks, and their end-to-end solution. Yet the picture that you seem to be painting here has competitors able to sell point solutions with considerable success. Does this suggest that large complex networks, which were once "hard" are becoming commoditized?