BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: StockMan who wrote (5433)	4/17/1998 11:45:00 PM
From: Peppe	Read Replies (1) of 6980

At least your spewing your anti-Cisco cr*p on the Bay thread. Stockman, obviously you are a frustrated man. According to Dell'Oro, Cisco is the fastest growing switch provider (and the largest as well ). At best, an Accelar L3 switch will replace a legacy router doing VLAN routing. At worse, Cisco accounts will wait until Cisco has a similiar offering. Unless Bay can release a L3 switch at L2 pricing (now that would be cool !!) Bay is no threat to Cisco in the Enterprise. As far as Cisco's growth numbers are concerned, I challenge you to name one networking company with over $ 1 bill in revenue growing faster. Or ANY company with $ 8 bill in ANY industry growing faster than Cisco. Success is relative to your competition, something House hasn't figured out yet ... Peppe

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