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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (3812)	8/17/2000 11:04:35 AM
From: Clappy	Read Replies (1) of 13572

Hi Greg, I found a post that implies that Cisco is in danger of having their routers/switches of becoming a commodity much the way PC's have gone that route. Here's a link. Message 14225352 Apparently, this Fabless chipmaker LNOP has a chip called the EZChip, that is a threat to CSCO. LNOP has a tiny market cap under 200 Million and a tiny float. I guess this news gives them a better shot at getting bought by one of the big shots. I'm not familiar with this company. However, it looks like it could possibly be talked about in Gilder's report as a promising technology. I just bought a little. Consider it a lottery ticket... :^)

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