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<< What I can't see is where the discontinuity is for RBAK, SCMR and ONIS. Why is it *not* possible for CSCO and NT to offer equally compelling products--if not now, then in the future?

I would argue that without this discontinuity, we are looking at a royalty game, which would make RBAK, SCMR and ONIS much more risky investments given that they're going up against the monster gorilla itself. In fact, I would argue that without this, their current market caps are way too high because the market is clearly projecting a very long CAP.

Well, it may be a Royalty game, but Cisco's status as a Gorilla is based upon its router technology. If these companies were to engage Cisco in the optical networking space, it wouldn't be Cisco The Gorilla. Cisco would be playing the same Royalty game.

IOW, Cisco's Gorilla status in one space doesn't make them the master of all spaces in which they choose to compete. BTW, there are elements of some of the technologies from these companies that may prove to be discontinuous and Gorilla-like. I think the jury's still out on some of these.

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