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

To: Mike Buckley who wrote (2252)	5/26/1999 9:05:00 PM
From: Tom Ardnij	Respond to of 54805

Mike, Your Informationweek article on Cisco gaining 7% market share in routers is a classic example right out of the book as to the market power of a Gorilla when they own the dominant standard. CSCO and MSFT are able to exert their market power now. I think as XEON and MERCED chips start to move the CPU standard, INTC will regain it's ability to exert a similar power. Until then, it's stuck in this low end consumer battle with AMD.

To: Mike Buckley who wrote (2252)	5/26/1999 9:19:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Mike: While prudently waiting for Teflon, need to float an idea here. Whither routers? Are routers going to be the key lock for Cisco? I submit not. Seems that Cisco's gorilla characteristics extend well beyond routers and the true lock that Cisco has had is the QOS which the Cisco network operating system (however characterized) delivers. And the constant steady innovative changes in that system. And the willingness to innovate around it to extend it outward toward where LU and NT are. And there is the mindspace that Cisco enjoys. Suggest that a slowing of router growth or even the disappearance of routers would not in itself kill the gorilla. What thinkest thou? Chaz too