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

To: Teflon who wrote (345)	2/22/1999 10:37:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

that's pretty scary, I wrote my post without seeing yours. Were we separated at berth and no one told us? What shall we discuss next? I had not seen your LU/CSCO post either, but thought your post was better. I understand your reluctance to provide profile info. You can make it generic enough to protect your anonymity. I encourage you to take a stab at that. Give us an impression of your profession, portfolio, etc, without being too personal. It will help posters understand how to communicate with you. Your bringing up ATHM was very good. Thanks for sparking a great dialog.

To: Teflon who wrote (345)	2/22/1999 10:50:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Hey, Downsouth & Teflon, glad to see you are with me on Cisco. Main point. LU is not and cannot be a Gorilla. They are a King. They are a monster King in telecommunications, but, they do not control the architecture or the IOS of the Internet. Cisco does! They have nothing that I can see that is proprietary to the point that it gives them a monopoly. Their size and marketing setup give them "Gorillalike" sales ability, and they will obviously do very well. For the last year, I have seen post after post about how somebody else's router or switch was better than Cisco's and was going to drive Cisco's margins down. It isn't happening because of Cisco's control of the IOS and the architecture. By the way, Teflon, I understand your reluctance to post personal information in the Profile section. I don't like "big brother" looking at me either. I think most people don't post personal information because they are don't want the people where they work to know they post here. I own my business, and don't give a damn who knows what I think here. I get a few emails from idiots, but it doesn't bother me. No one has showed up at my door with a gun!