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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.11

+0.3%

Oct 31 9:30 AM EDT

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To: DownSouth who wrote (22532)	2/13/1999 2:21:00 AM
From: jach	Read Replies (1) of 77397

<CSCO has 85% of its market and its boxes cannot be replaced by a competitor.> CSCO mkt share is eroding fast. AOL just installed Foundry Layer 3/4 switch/routers. This is a big lost for traditional router vendors, especially for CSCO. CSCO boxes can be easily replaced as one can see just from this AOL example alone. In fact this type of replacement is easy because IP is now becoming the prevalent protocol, instead of the need to support multi-protocol. In the interior IP network, OSPF is an IETF standard where any routers can inter-operate with another supporting OSPF. For exterior routing information exchange, BGP is another standard. The role of Router as a layer 3 forwarding/routing device is becoming blurred by the layer2/3/4 optimized switch/routers. Simply put, Routers are being eaten up by these optimized switch/routers with extremely fast switching in Silicon. imo.

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