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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.22

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To: Glenn D. Rudolph who wrote (12878)	3/10/1998 6:20:00 PM
From: The Phoenix	Read Replies (5) of 77400

Blah blah blah... IP switching this and IP switching that. I keep hearing about this crap. Cisco has had a form of IP switching for quite a while - NetFlow - a form of cut through switch and DLSw is a form as well - right? If you look at many of the implementations out there they are not a lot different. True, there are some new unique approaches being built into ASIC's but Cisco will be there as well and will be able to leverage their huge installed base. I'm sorry, I just get a bit sick of the continued pounding on Cisco that they are missing the layer 3 switch or gig-ethernet markets. They are late, but they can afford to be. Cisco will be the leader until they make much more serious mistakes than being to market 6-12 months behind the competition. Hey, let the competitors take the arrows and get beat up. Cisco will learn from these mistakes and succeed with products that address customer issue more squarely. Just my opinion. You can let the arrows fly now..... Gary

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