BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: bgg who wrote (6005)	5/21/1998 6:25:00 PM
From: StockMan	Read Replies (1) of 6980

bgg, Re -- Of course, my belief that Cisco will dominate the L3 switching market is an opinion. L3 switching prices is Cisco's own nightmare. Why should anyone buy a 75xx when they can buy an 85xx and furthermore why whould they buy a Catalyst switch (you conveniently FORGOT to split the fixed and modular switching numbers in your previous post, and also FORGOT to include the %of ports shipped in each category). Anyway you look at it, Cisco is facing the commoditization of its products, and like bay which is NOW facing the shared media problem (which will be resolved in time), Cisco's problems are just starting (1/2 of single digit growth in routers). BTW Voice and data convergence is way off not soon enough to provide for Cisco's continued growth. STAY TUNED... Stockman

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