"CSCO=BigNets,COMS=appliances,INTC=small nets. CS,BAY,ASND fade into same fate as Prime Computer, Data General, Sperry, Wang, ROLM, NCR, Olivetti, NBI, Novell. Netscape becomes the next big yahoo,lycos,excite. LU,Nortel,Siemens,NEC,Ericsson,Alcatel miss the new IP data wave just like they missed routing, voicemail, frame relay, video conferencing, and that small thing called the internet..."
Hmmm... Interesting!!
It remains to be seen how this latest bit of news from BAY will affect Cisco's share price. I personally don't see why Bay's problems should be viewed as being at all relevant to Cisco's situation, but then you never know how the market will react. What do yall think?? |
