Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pullin-GS who wrote (33131)	3/30/2000 12:44:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77397

Indeed... as I suspected and it's becoming a ritual here on SI. Only one opinion is correct - that of the poster. Be that as it may, as a CSCO shareholder, I am glad that if a customer suggests Cisco give away product for free that they don't. Not that I'm suggesting this was the case.. but since we don't know what the customer was asking for or if it was reasonable I can not comment. A start-up may indeed give free product to gain an established customer base from which to grow. Funny... EXTR is the market share leader in L3 switch ports but is a distant 4th in revenue generated. This is not a sustainable business model. But that's just my opinion which of course is wrong. Dwindling market share - but symptom of a larger issue? You believe that CSCO should have maintained 100% market share in the core router market? Seems to me 70%+ market share in the face of all these new one or two product start-ups is pretty good. In the meantime CSCO is growing market share in ATM, in telephony, in services, in cable, in DSL, on and on.... The symptom of the greater problem is that CSCO is growing their carrier business by 80% according to Don Listwin, VP of their Service Provider business. Core router... what about their penetration into the optical market with Cerent, Monterrey, Pirelli... these things are poised to explode... In the meantime COMS gave up. LU is spinning out their enterprise busienss... and NT is giving it away - contrary to what telecomguy says. The deals NT has spun (and NT is great at marketing) are mostly marketing programs. Has Intel sold any OIE - or even packaged it in their IXA? No.. Anyone else? No Does NT have a software support organization - No. OIE is an attempt by NT to price errode the market nothing more. They've got telecomguy fooled but not many others. The fact is CSCO steam-rolled the enterprise space and has their sights set on the carrier market and you site the fact that since market share in core routers has gone from 100% to 70%+ there is a problem? OK.. You're entitled to your opinion. OG