BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: bgg who wrote (5459)	4/21/1998 12:58:00 PM
From: The Phoenix	of 6980

bgg. Bay raises awareness of the technology...invents it...spends the money to peak interest and then Cisco comes in and takes the business anyway. hey, it's OK if BAY wants to take the arrows for Cisco. Cisco is very wise in this way. They watch competitors attempt new things and learn from their mistakes, then they come in and do it better. That's one of many things that make Cisco unique. Stockman contends that Cisco is not an innovator - that they follow the market. Well, this clearly is not the case when it comes to multiservice layer 3 nets. You see, companies like BAY tweak/play with currently technology..attempting to improve on it. Cisco is out there "changing the rules" completely. Even so, we have to remember that cisco has much more to lose with it's huge installed base than does companies like BAY. BAY can afford to take chances with technology...after all they have little to lose. Cisco on the other hand has a lot to lose and therefore must take a much more sane and methodical aproach to rolling out new technology. So, while BAY is busy reinventing the router by placing routing tables in silicon...Cisco is out there creating more value for customers by allowing existing L3 environments to support multiservice voice and video... Now, what do you think users care more about. Saving money by integrating all their traffic or putting in a faster "router"? Of course there are those that will indeed opt for the later but it's a much more difficult "sell" to corporate CFO's. The payback almost impossible to calculate. However showing a clear cut payback by eliminating mulitple lines or dial charges...allowing the capital investment to pay for itself is a no brainer sell. Cisco is leading this charge - CREATING this market and is way ahead of the competition. You see, Cisco understands customers...understands their motivations and builds solutions to address these rather than technology for the sake of technology. Gary

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