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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 9:30 AM EST

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To: StockMan who wrote (13570)	4/20/1998 2:29:00 PM
From: bgg	Read Replies (1) of 77400

re: it appears that Bay is causing Cisco to dance in circles around the L3 switching here. Furthermore, one evidence of ACUTE CONFUSION, is that the company changes direction every 2 weeks, which Cisco appears to be doing. Come on Stockman -- Cisco serves a marketplace that Bay and others can only dream of. Sometimes, to serve all the markets Cisco plays in, there is bound to be contradiction. That's called being a multi-facted, market leader. Cisco is dancing in circles because of Bay? Maybe if Bay was actually gaining market share and posting strong results, which the answer to both is a big NO. All they've done is seed a bunch of free Accelar units. (in House's words - account penetrations) By the way, last market share numbers I saw showed Cisco leading Ascend in ATM WAN switch revenue. hmmm. No Bay shareholder (or employee?) should ever have the nerve to call Cisco a confused company. One need only look in the mirror at the networking industry's confusion case study of the 90s.

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