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To: Mighty Mizzou who wrote (26363)6/17/1999 9:30:00 PM
From: Eric  Read Replies (2) | Respond to of 77400
 
You need to turn your brain on before you open your mouth! <VBG>



To: Mighty Mizzou who wrote (26363)6/18/1999 11:11:00 AM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Mizzou,

You should go back an re-read those reports. COMS was very clear about losing turf to Cisco. CC is just about out of the market. Cisco has continued to increase market share there as well. NN is sporadic and even though they are treading water Terry would never admit to losing turf to Cisco..or anyone. He's too proud. XYLN talks a great game...they had to...they were on the market. In then end they lost nearly every time they went head to head mainly because they didn't have the complete product offering. FORE...well....they're history under GEC so there's no need to comment.

NT, ASND/LU are the only companies that can claim to have done well with Cisco and in the enterprise they've done nothing. The SP market is experiencing 30%- 40% growth and Cisco's is growing revenues (according to their earnings reports) in excess of 50% in this space. I read this as taking market share......perhaps not from LU/ASND or NT..but certainly from someone. Perhaps you can tell us all who that would be?

OG