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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.94+1.1%Nov 28 9:30 AM EST

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To: The Phoenix who wrote (13804)5/2/1998 11:31:00 AM
From: Bindusagar Reddy  Read Replies (1) of 77400
 
Gary, I am surprised to see that CSCO has no competing product for CORE ATM switch to compete with GX550. ASND has this product since 0ctober 1997, shipping for 3 months. FORE is the second one which already 6 months behind ASND in time to market. If CSCO has a competing product one would have heard about by now for LV interop convention. They may bring the product but if they are behind more than six months in technology, timing is everything.

How do you know ASND won GTE on price basis, CSCO simply has no competing products at this time.
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