Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Atin who wrote (48051)	10/18/2001 3:45:07 AM
From: techreports	Respond to of 54805

Maybe there are two games going on in the router market - enterprise and service provider. One game is done - the other isn't, or so it would seem. And Cisco is trying to leverage the software from one market into the other and I am not sure whether this is an advantage when trying to match speeds and feeds with smaller players like JNPR that don't have to worry about legacy protocols etc that no one in the service provider market uses. good point. It would be similar to Microsoft in the desktop and PDA space. Microsoft tries to leverage their windows monopoly into the PDA space. Using their corporate relationships, ability to support word and excel, ect.. I think everyone would agree, however, that the PDA market is another market. So is the service provider another market much like the PDA market is? Is Cisco's dominance in the enterprise stronger or weaker than Microsoft try to use their Windows monopoly to move into the PDA market? Even though Microsoft dominates the OS market, I still think another company has a shot at beating Microsoft, however, Palm is really screwing things up by not upgrading their software to 32 bit, ect.. I might be underestimating Microsoft strength in the corporate market with PocketPC. Maybe the fact that PocketPC runs Word and Excel file is a big consideration when a company looks at PocketPC vs. Palm Plus, Microsoft has the PC OEMs pushing PocketPC and they already have relationships with corporations. As a investor, I think it make sense to just sit on the sidelines till a winner can be crowned. Who knows, maybe linux will win the PDA market and no gorilla will emerge. When it comes to routers, I don't really understand all the forces at work. With it comes to software, I understand why Microsoft is such a great company. I understand the differences between say PalmOS and PocketPC, ect..