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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.11

+0.3%

Oct 31 9:30 AM EST

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To: The Phoenix who wrote (20991)	1/21/1999 11:14:00 PM
From: Jack Whitley	of 77397

<<Yeah, I'm eating crow. Looks like Win2000 (aka NT5.0) isn't going to make it....even by summer. NDS will have built consensus by the time Microsoft gets a product out. However, I still believe that the Microsoft "machine" will overcome the delay. What do you think?>> Microsoft's machine might work for the PC platform, where Intel's performance gains "hid" the fact that Windows PCs software has actually gotten less efficient for years. But when it comes to mission critical, CROSS PLATFORM directories, MSFT's "machine" will not be able to cover up the fact that NDS SCADS will soon support 150 million objects (enterprise, extranet, internet, wherever, all platforms) and is years ahead of AD. AD could ship tomorrow, and it would still be years behind. Cisco will realize this soon enough. jww

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