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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

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3:59 PM EST

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To: Dragonfly who wrote (24619)	4/25/1999 12:08:00 PM
From: jach	Read Replies (5) of 77397

Much bigger gorillas coming into the forest. CSCO compared to IBM is ridiculously overpriced: - IBM revenue LAST QTR alone was 20B$, that is almost twice of what CSCO revenue for the WHOLE last year - IBM earnings of LAST QTR is about the same as what CSCO earnings for the WHOLE last year - IBM mkt cap is THE SAME as CSCO Simple logic said CSCO is way overpriced. PE multiple is too high. all imo. ----------------------- IBM Software Eliminates Need For Policy Servers (04/20/99, 3:01 p.m. ET) By Brian Riggs, InformationWeek IBM is developing network software that can both interpret application-priority policies and enforce them, which should letcompanies do away with stand-alone policy servers. Common Policy Engine runs on IBM's 2210 Nways Multiprotocol Router, 2212 Access Utility, and 2216 Nways Multiaccess Connector. It combines LDAP client support with the ability to enforce policies that prioritize applications over VPNs, as well as networks based on Differentiated Service and Integrated Services. IBM, based in Armonk, N.Y., said it estimates eliminating the need for policy servers can save companies with 1,000 network devices more than $2 million annually in hardware and support costs. Common Policy Engine is expected to ship in June and will be available as a free upgrade to IBM networking equipment.

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