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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.93+1.1%Nov 28 12:59 PM EST

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To: satish kamat who wrote (10869)12/14/1997 11:07:00 PM
From: sepku  Read Replies (2) of 77400
 
>>>the big routers are under attack by Layer 3 switches. that's why people are worried. their ASND killer is a joke. that one couldn't kill even COMS product.<<<

Are you talking about routers or RAS? Though you're right on both counts.

Regarding routers, where CSCO reigns supreme, they had long been the supplier to UUNET. However, UUNET announced this Fall that it is now integrating the ASND GRF 400 and 1600 into its network. The reason being that ASND had developed faster, market-ready routers before CSCO. Among ISPs, ASND's GRF 400/1600 are gaining momentum.

Regarding RAS, CSCO's AS5300 could not even match up to SHVA's LANrover (not to imply SHVA's RAS isn't competitive), let alone the pioneering ASND MAX TNT, or its chief rival, COMS Hyper TCH. This was proven by the Data Comm report, the largest and most intensive *independent* RAS equip. evaluation ever staged.
Once the new TNT arrives in Jan/Feb with triple the port density, the most advanced RAS gear available will once again be in ASND's court -- COMS almost caught up with its beefed up "hyper" TCH.

All in all, CSCO proves once again to have allowed its immense obesity to hinder its technological agility. This doughboy-networker is fortunate to be encumbered with such obscene bloated mass -- the gravitational force exerted by CSCO's highly-generous dimensions is apparently sufficient enough in attracting customers and their business...after all, it cannot be the non-existent leading-edge technology!

Style Pts. ;o)
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