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I own all four of those stocks (CSCO, JNPR, RBAK, SCMR).
So far, all doing well. RBAK was touted with most bullish potential of the lot from news I have seen.
I believe these are the "3 companies CSCO is afraid of", unless I am mistaken?
So what is the consensus on this board?
Who is the gorilla among this bunch, now and in the future?
Can there be more than one gorilla in a group of competing companies?
I have not read this book yet, so I am curious what the "gorilla" view is on these companies?

Thanks for the input in advance,
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