re: For one thing you did not show what Cisco did, other than duping analysts, and selling high priced routers, and buggy Stratacom switches.
Actually, I did show you. Cisco seems to understand the notion that the customer always comes first. They provide almost all of the pieces of the networking puzzle, they do it better as a whole than anyone else, and just as importantly, they provide world-class customer service and support. Achieving this is no small feat, and the fact they do achieve this shows in their stock. Plus, their sales force is top notch. Oh, by the way, I'm pretty sure that the Catalyst switch line brings in more revenue than the routers. Actually, I remeber seeing market share figures that shows that Cisco OWNS the LAN switching market. Not bad for a "confused company" that in your words is a bad investment.
re: For another, Cisco is not expanding the market, rather following it.
Market is growing, Cisco is growing (we'll see how well after Cisco announces in early May) and Bay, Cabletron are not. Are you arguing that Bay is expanding the market? Cisco seems to understand more than any other vendor what the customer wants. The customer wants reliable, tried-and-true networking solutions. Looking at the numbers, more and more customers are buying Cisco. (please spare me the tired old ATT comments -- I'll just tell you that customers will go for the vendor with the best customer service and support. None of those big financial houses on the East Coast are going to risk their entire data infrastrucuture on immature L3/Gigabit technology that isn't even "market tested", from a vendor who has a spotty customer service/support record. Come on! When there's a market to be had, I'll bet you Cisco will be there and will lead in market share.
re: And lastly, Creating a market takes time, and that is what Bay is doing, and not going for the short term profits.
Won't matter -- Bay's looks to be spending plenty of marketing money on a product that they still have to give away for free. Once Cisco's in the game (i.e. when money is to be made) no one's going to care or remember that "Bay was first to ship!"
By the way, still waiting to hear from you how a company with apprx. 25% revenue in shared media is a better bet than Cisco. 1/4 of all revenue in shared media is an ugly situation.... Guess you haven't thought of an answer yet. |
