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Technology Stocks : BAY Ntwks (under House)
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To: Hop Sing who wrote (4084)2/6/1998 12:33:00 PM
From: Bosco  Read Replies (2) of 6980
 
Stockman, Hop & all - while not a net technie, I think CSCO saying Catalyst can compare to the newer generation of Layer 2/3 on Silicon is really spin control simply b/c CSCO is late to the party (think about it, maybe unwilling, since it will expose itself by admitting the necessary shift from the traditional router which it dominates.) I think Accellar (and XYLN Omniswitch, MADGF 3LS and Ipsilon's, for that matter,) would outflank CSCO. Unfortunately, we have a bunch of yes-men (yes-women <g>) at the corporate levels who are to afraid to stick their neck out to recommend any product other than CSCO to their bosses.

I think Granite was doing giga-ethernet (GE) - more like Rapid City before bought out by BAY and Foundry.

rgds Bosco
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