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Technology Stocks : BAY Ntwks (under House)

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To: bgg who wrote (5459)4/21/1998 7:38:00 AM
From: A. Fineigler  Read Replies (1) of 6980
 
Cisco is not the biggest and most successful because of product quality - quite the contrary, their products often come near the bottom rankings in independent laboratory tests (see Network World for numerous test results).

They are the biggest because they are the biggest ... the old IBM syndrome where "nobody ever got fired for buying Cisco equipment" ... and as you said they have the complete solution with all the necessary components, making it easier for IS departments to manage their purchases.

The industry is now mature enough where sales and marketing are more important than technology, as companies leapfrog each other's technology and buyers want a stable relationship with their suppliers more than they want absolute leading edge technology.

Re Bay, I think House will succeed and Bay will do well, but it is not in the cards for them to supplant Cisco any time in the foreseeable future.

AF
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