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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Clay Takaya who wrote (29386)	11/15/1999 12:09:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 77399

Clay, there is also an interesting article posted today about Corvis on its thread. CSCO owns 10% but the founder seems very intent on making a dream come true, foregoing the "mercenary" (money) reasons for developing his product. It will be interesting to see if Corvis goes it alone. Brian

To: Clay Takaya who wrote (29386)	11/15/1999 1:47:00 PM
From: aladin	Read Replies (1) \| Respond to of 77399

Clay, Is it just me or doesn't the LamdaRouter, if it could do what LU says it can do, obsolete the NX-64000. Just like the GRF before it, their 'next years product' is clearly superior to what we have been shipping for almost 2 years :-) Does anyone even remember the GRF. Did it even break 1% market penetration (outside of brochures). John

To: Clay Takaya who wrote (29386)	11/15/1999 2:56:00 PM
From: Hagar	Read Replies (1) \| Respond to of 77399

It is real hard to rationalize the technology vs. purchase price debate. First what I know and what most people know is from information released by the companies in question. This info has the hand of marketing all over it. Its all about the story it tells, not much in the way of hard facts. You just don't know what a company bought, but you can guess. Second the price of an acquisition vs. its value are two different animals. You can measure its value by the revenue it brings in. You can measure it by new product added to the offering. You can sort of measure it by the intellectual property that is acquired. How do you measure it for getting a company into new areas of technology and markets that it can't get to on its own. Cisco paid dearly for the latter. If the NX-64000 can combine the new optical technologies and traditional routing, thats huge (for Lucent). Of course you are asking this from a group that has lost some impetus to deliver by being acquired. But, likewise, if Cisco can route into the optical domain similarly via their acquisitions that is also huge. I sidestepped your question but technology on its own rarely wins out, its who makes the market out of the technology. I can't say that Cisco's newly acquired stuff is irrelevant if they can garner a market for it. Lucent's stuff sure sounds good.