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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%3:59 PM EST

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To: Tom Kiblin who wrote (11427)1/9/1998 12:04:00 PM
From: The Phoenix  Read Replies (1) of 77400
 
Tom,

Given you work for Bay I can understand your bias. I too, would do the same. Now I'm not an expert on the product niche your focusing in on...as you know it's only a part of Cisco's arsenal. However assuming what you say is accurate (which I personally can not say one way or another) remember, it takes more than fast/cheap products to win. At last count Cisco still owns the lions share of the networking market. Hey, remember VHS versus Beta! Building great products doesn't neccesarily translate into revenue. ;)

Gary
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