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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (13277)	9/13/1999 2:53:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 18016

This CSCO obsession that so many on this thread have is both funny and pathetic. It doesn't seem like too many people on here get the basic idea...company's are in business to make money, grow, make more money, grow more...etc. CSCO has an incredible track record for doing that. Sadly, NN has just the opposite record. We're all both funny and pathetic at times. We're also intelligent, energetic, competent, caring, and even forgiving. You and I have communicated off and on for a couple years and we both know no one picks all winners --- if you were an exception, I'd gladly grant you the right to your condescension --- nor do we pick all losers. No one in his or her right mind would deny Cisco has been one of the finest success stories of the last decade. But that's not the issue. The issue is who has the better carrier-class IP/ATM strategy. The enterprise market is leveling off and carrier-scale voice-data is on the brink of exploding. Cisco has attempted to develop winning solutions and has competed aggressively for carrier contracts based on what they hoped they could deliver. Earlier this year they cancelled their carrier ATM switch and more recently lost their contract with Telia --- not to mention the deafening silence surrounding Sprint. Even so, this debate would not exist were it not for the caliber of their boasting and the fact they've been unable to deliver. Clearly having $10 billion hasn't solved all their problems. "Buy it when you need it" isn't an infallible strategy. Perhaps there's a human factor. If so, it appears to be beyond their ken. Cisco's success in enterprise routers is beyond debate. Their success in carrier-scale IP/ATM isn't. A link you may find of interest: cisco.com Pat