Mr Clinton,
Hee hee... well, to be honest where I work is not the issue here. The issue is the market for networking products.
It is my contention that this market is huge and LU, NT, CSCO, and ASND (as well as many many others) will benefit. They will benefit from data/voice convergence, from network buildout to support the internet, and from network buildout in foreign countries. This IS THE market to be in right now.
It is also my contention that no one of these companies has a "lock" on the market - it is up for grabs and will remain that way for many years going forward.
Finally, it is also my contention (which is why all this started) that BR feels that ASND is THE only company that can deliver infrastructure. I base this upon comments BR made like:
This should make ATT think about switching the network to ASND, which is the
industry standard.
which I think is laughable. This was followed by a repost of the GTE "win"...originally posted in 4/98. Gee, wonder how they're doing with that deployment. Anyone have any insight on that???
Finally, misinformation re ASND (I'm not sure who's account this is):
Moreover, the company is experiencing very strong order trends in both the U.S. and
overseas and for both ATM and frame relay switch
ports.
ASND and NT, last quarter both warned of or showed slowing switch sales. CSCO reported accelerating switch sales. This is why I remain bullish on CSCO. Like MSFT, they have a knack for taking market share with products that they may not neccessarily innovate themselves..but their marketing indeed provides them with an apparent advantage. I say this because they generate the business...plain and simple.
OG |
