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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.90+0.6%10:38 AM EST

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To: Scott Rafe who wrote (11401)1/8/1998 7:47:00 PM
From: Tom Kiblin  Read Replies (2) of 77400
 
Ahem, Kill Bay's little switch that has been shipping for almost a year - with all those acquisitions they (Crisco) have made, it took them this long to compete with a product we have had for a year or so?

They think they may have caught up with us on the 350T, but what do you think we have been doing for the last year while they were playing catch-up, picking our nose? No, we were designing the next generation 350T, perhaps next Winter they will catch up with us again.

As for the comment on "Layer 3 switching", this shows your lack of understanding of the technology. Today, traditional routing *is* their layer 3 story, slow, costly, slow, costly, slow, costly, did I mention it is slow and costly? Oh wait, they offer a Layer 3 product, it's called a routing blade in their hub, wow, FAST!

They haven't produced ANYTHING with the almost $300 Million they spent for Granite (Coal?). We have *shipping* product today based on our Rapid-City purchase. So when/if Cisco can catch us on our Gig/Layer 3 ASIC's, we will leave them behind again, as we are already working on our next generation Gig/Layer 3 products.

You keep buying those costly router ports, Cisco loves people like you! Funny, their fasest 7513 router can't compete with our BCN backbone router, which has been shipping for 4+ years.

Tom, a Bay Networks Bigot!
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