To: Mighty Mizzou who wrote (29878 ) 12/2/1999 8:05:00 PM From: bgg Read Replies (3) | Respond to of 77400
MM -- Yeah, you're right. Cisco will never release anything from the Cerent acquisition. You will probably never see product. Whatever. If you think the GSR is the only product that keeps Cisco afloat, you are even dumber than you appear to be on this board. You are hyper-fixated on technology comparisons, first-to-market, etc, etc. If that's all it took to win marketshare, then the industry landscape would certainly look different. BUT -- that's not how a vendor wins marketshare. Cisco has proven time and time again that they can tackle new markets and win -- certainly not because they are the first out the gate with new, leading-edge technology. It's a broad combination of an excellent sales force, excellent channels, excellent customer service and support, broad product offerings, etc. I seem to remember you slinking around after Cisco posted yet another strong quarter. You had all but guaranteed a dissappointment. It didn't happen, and after a welcome bit of silence, you're back continuing your doomsday predictions. Meanwhile, you could have made a nice bit of cash on CSCO, even if you had bought a few months ago. In the past year that I've watched you continually bash Cisco and tell us how hard they would fall (quarter after quarter) you could have more than doubled your money if you only would have bought the damn stock. That's a better return than LU over the same period. Instead, you tell us how dumb we are, and what a lousy company CSCO is, while we count our $$$. Of course, you do this because you either do or did work for Cascade/Ascend/Lucent. Fine. Hate Cisco all you want, but find some other thread! Or maybe you could hold both LU and CSCO, and make more $$!! What a fricken concept. CSCO will win telco converged business in the future. LU will probably win much more. But do you know what? They will both make tons of money, and both stocks will do great. Betting on only one player in this exploding market is dumb and naive.