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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.


rex


Thanks for the response. What elements do you see in these technologies that might be discontinuous and gorilla like? My worry is that if they're not, is it not the case that a well funded gorilla, attacking an adjacent space which is *not* a gorilla game, might have a very good chance at becoming either a leader or a strong no. 2?

And if that happens, would it not be the case that the others in that space would have their market caps adjusted downwards since the entire space's market cap will get re-allocated?
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