|To: chmang who wrote (36017)||12/9/2000 10:36:11 AM|
|From: Todd Bishop||Read Replies (2) | Respond to of 54800|
|The idea I have is to buy a basket of NGN companies which have crossed the chasm, have proprietary architecture and have proven leadership in their market segment. JNPR and RBAK seem to be obvious candidates. We can think of EXTR,FDRY,SCMR…and I hope you networking guys can help us network dummies characterize these candidates.|
I don't know that you need a networking guy to classify them. The manual gives you the methods. The trick is correct application of the methods to these stocks. A goal of the manual was to make it possible for anyone without a networking background to make this determination.
So, as far as JNPR goes, I see it as very similar to a new OS trying to wrestle market share away from the Gorilla. Similar to Apple and Microsoft. However the products are more compatible than MacOS and Windows. And JNPR went after a niche, so far, rather than the entire router market. The manual tells us that a chimp should never take the Gorilla head on. If JNPR sticks to what it does best, it could be the Gorilla of a niche. I'm still looking for the needed barriers to entry as I mentioned in my previous message.
I'm just trying figure out why MacOS was never considered a Gorilla of a niche when it gave up on the mass market and settled for the graphics developers segment and other marketing environments. They successfully fought off a bid from SGI who also decided to target this market niche. I have always felt it was pretty clear that Apple really knew who their market was. Sure they step on Microsoft from time to time and get beaten back but Microsoft is the chimp when it comes to the niches that I identified above.
Obviously, I need to spend some more time on this. With a couple of little munchkins running around me laughing and playing, this stuff can start to blur. I think I'll join them.