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To: Paul Engel who wrote (88053)	9/9/1999 8:36:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 186894

Paul: This article in Forbes indicates problems with Merced. This seems contrary to latest posts on this board. What is your take on this article? forbes.com John Dowd

To: Paul Engel who wrote (88053)	9/10/1999 6:47:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Paul, Re: "Another jeopardy is that Intel wants to sell COMPONENTS to the router/switch manufacturers as well as COMPETE head to head with them. Clearly, this is an untenable position in the long run. " Well, at least Cisco is smaller in revenue when compared to Intel. How does Cisco actually transact a sale, i.e. Is there any way they could separate the IOS from their hardware in a sale? Does any company bundle Cisco's IOS into their hardware? Just curious. Also, is Cisco really needed in 10 years when there's Lucent on the high-end, and on the low-end, the OS software is absorbing more and more of the basic routing capabilities. Why can't Lucent and Intel+Microsoft just squeeze Cisco out over time? That would leave Lucent on the high-end, which will probably always (as in more than 10 years) be needed. Just curious. I wonder what type of responses I would get if I posted my question onto the Cisco thread? Surely someone over there would know the answer to these questions and could give us insight into Cisco's future market opportunities if basic routing/switch software is absorbed into the OS and if Intel provides the basic hardware. But can you imagine rebooting your router because the OS hung? I'd be interested in a longer discussion. Comments/thoughts/ideas? Amy J

To: Paul Engel who wrote (88053)	9/10/1999 7:24:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Paul, You know, if Intel+Microsoft and Lucent squeezed Cisco out in 5 or 10 years, then I don't exactly see the long-term conflict you see (because Cisco would be out and it would leave LU on the high-end) ? But, I think I'm not getting something here about Cisco's long-term future prospects (as basic routing gets absorbed) because their PE is ~100+ while Intel and LU's PE are much lower. Or, is this a case of the analysts being behind (i.e. more focused on the quarterly performance than on the vision)? I am curious what you think. I don't get why Cisco is rated so highly when it's future could be possibly squeezed out? Or, do you think Cisco's IOS (which is solid/stable and standard) could be the aspect of the router/switch which maintains the competitive barrier from Intel or Lucent, assuming of course, Intel & LU continue to not use IOS? LU is a bit larger than Intel in revenue, but not in annual profits, and is many times larger than Cisco. It rather seems like LU could be very well-positioned and very powerful in both networking and telco markets. Amy J