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

To: LindyBill who wrote (337)	2/22/1999 9:39:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

LindyBill, I gotta know one thing, is that you in the zoot suit? Thanks, Teflon

To: LindyBill who wrote (337)	2/22/1999 10:25:00 PM
From: Teflon	Respond to of 54805

LindyBill, Uncle Frank and the rest of y'all, One more thought: I have been pondering this eventual clash of the titans between the two Gorillas in the networking industry, LU and CSCO. Understanding that LU and CSCO are still at the beginning stages of their destined battle, I am struggling to come up with an opinion as to who will have the last word. I read Dr. Fun's excellent post regarding this issue and I understand that he believes this war will be waged on LU's "turf". But I am not convinced that LU has the upper hand. Back when I filled my free time with "Trading" activity (the Cabletron Systems Board has a few of my posts from way back), I performed DD on the networking industry until I was blue in the face. I eventually convinced myself that some of CSCO's competitors had some products of merit, and foolishy pursued some big scores by playing with some of the other networking stocks, such as CS and Ascend. I lost that game bloody and beaten. Although I am still convinced that certain CSCO competitors have great product, I learned the hard way that CSCO would not be beat. They flat out have the product, sales force and established relationships with IT Managers that will not let their grip on their Gorilladom slip. CSCO's management is great also, but has had less to do with their success than most people think. Anyways, looking forward towards this eventual showdown with LU has me slightly excited. The dynamics are interesting for several reasons. Most importantly, however, they prove that Moore's definition of what makes a "Gorilla" in todays terms may or may not change depending on who the Gorillas of tomorrow end up being. This concept that a Gorilla in one tree may swing over to another Gorilla's tree and knock him out (or at least demote him back to Kingdom) motivates me to conclude that the dynamics of what makes a Silverback may be changing. Does a true Gorilla have to be able to slaughter (or at least dethrone) another Gorilla in order to warrant true Gorilla status. Will MSFT have to eventually run SUNW and JAVA out of town to truly earn Gorilla status in the business battlefield of tomorrow. I agree with the majority of what we seem to be building towards, consensus wise, on this thread. I just cannot stop wondering if we are missing something as to how we look at our beloved Gorillas and, especially when we contemplate the potential Gorillas of tomorrow. Thanks, Teflon