Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tulvio Durand who wrote (18435)	10/27/1998 4:08:00 PM
From: aladin	Read Replies (1) of 77398

Tulvio, I don't have any insight into the Novell vs Microsoft directory wars. On the Juniper front - they are an exciting startup, as are a number of others. However, don't discount the 18 month lead we have with the 12000 series and don't assume we have stopped developing :-) If you remember, Ascends GRF was faster/smarter/better/cheaper than our 7500 or 12000 a while back. Today it almost doesn't exist. Their market share at the high end doesn't even break 1%. What most new vendors discount is the complexity of supporting routing protocols in a multivendor environment. Juniper is better situated than the others and has the potential. Can they execute? - only time can tell. This may sound arrogant, but I see the startups changing the makeup of the market we do not own (again discussing the high end routers only). John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next