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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 (14531)6/15/1998 11:27:00 PM
From: simonds  Read Replies (2) of 77400
 
Yes I saw that about the TGX8750 and BPX8650. Ascend has working product well into field trial, while cisco is blowing vaporware with these 2 ATM announcements. Cisco's story sounds more credible with its GS12000 over WDM.

I think that Ascend's approach is more palatable to the carrier, while the GS12000 will be accepted by the Internet backbone providers. These 2 different plays seems to tell us that the road to convergence is not going to be a straight path.

Comments anyone?
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