MSFT: Will NT kill SUN, HP and IBM? Message Board

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Technology Stocks : MSFT: Will NT kill SUN, HP and IBM?

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To: Robert Scott Diver who wrote (47)	8/7/1997 10:07:00 AM
From: Freeflight	of 100

Dataquest and Dell'Oro group say in their spring 97 reports that cisco systems has a 75% share in the mainframe sna to ip legacy transformation market. basically, cisco migrates ibm mainframes to nothing more than servers and replaces expensive front end processers with inexpensive channel processor modules that add to their routers. bay networks seems to have a similar offering but not the marketshare. ibm networks product division doesn't want to eat their own young. 3com is too far down the food chain to play in the fep replacement business and have no offering in this space.

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