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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (21631)	3/28/2000 6:20:00 PM
From: JRH	Read Replies (2) \| Respond to of 54805

USA Today for Monday had an article on CSCO passing MSFT as world's largest cap company, but cautioned investors...saying CSCO, growing 29% annually, could not sustain that for the next 10 years or it would reach $9 trillion, larger than the entire US economy today. That is interesting, indeed. However, CSCO grew over 50% annually last quarter ;) Justin

To: chaz who wrote (21631)	3/29/2000 11:02:00 AM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Re: CSCO Your point is well taken--A company's size is limited by the size of the economy in which it's operating . Two points though-- 1. You have to compare apples to apples. GDP of the US was 8.5 trillion in 1998. Cisco's sales were 15 billion. Cisco has a ways to go to be limited by the size of the US economy. 2. Companies like Cisco operate on the world stage, not just in the US. They're limited by the size of the world economy, not just the US's. Best, John

To: chaz who wrote (21631)	3/30/2000 9:08:00 AM
From: Todd Bishop	Respond to of 54805

NT isn't a bad bet but no one has an answer (still) for Cisco's proprietary but superior routing protocol, EIGRP. As long as competitors are selling OSPF, a standards-based routing protocol, Cisco will dominate that market. By 'that market', I mean private networks. This includes Enterprise and Medium sized networks and some smaller networks. OSPF isn't rocket science (normally) but it requires a much more capable engineering staff than EIGRP which is practically as easy as flipping a switch. Novice network administrators can hold their own when the routing protocol is this simple to use but yet as scaleable and more feature rich (now I'm starting something). Granted, EIGRP doesn't compete on public networks where a standards based protocol is required, ie BGP. Hence the reason high performance router/switch makers can hold some ground here. Don't forget that many (sorry, no numbers) of the routers that are talking BGP to the public network are talking EIGRP to the private side. Routers can and do redistribute routing information between protocols. Nobody offers more features for this than Cisco. You will continue to see a Cisco between these higher performance routers and private networks. Cisco hasn't made much of an effort to go after the high performance backbone routers for some time while they focused in other areas. It's harder to dominate an area that is all about speed and standards. They chose their markets wisely. Even if I was going to use OSPF, I'd still use Cisco. They had a part in that protocol, too. Todd