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: Paul Reuben who wrote (46663)	1/10/2001 6:22:06 PM
From: Kenneth E. Phillipps	Respond to of 77400

"Kamman argues that Cisco's plan for end-to-end, feature-rich networks will fail because the companies will ultimately prefer simpler, cheaper networks based on the best individual offerings, rather than an integrated, all-in-one solution. Juniper's growing market share in core routers -- 30 percent by one estimate -- indicates preference for focused products rather than broad ones." I disagree. The complexity of the networks will drive the demand for an end-to-end solution as opposed to a mish mash of component parts. Nortel is presently building an end-to-end network for Cable & Wireless and will not only build the network but manage it as well. I expect to see more of this approach.

To: Paul Reuben who wrote (46663)	1/10/2001 7:29:00 PM
From: Paul Reuben	Read Replies (2) \| Respond to of 77400

A Thanksgiving salute two months late: I'd like to take a moment and offer my appreciation and praise for all who post on this thread. Regardless or whether bull or bear, or whether "genius" or "weasel<g>," the overall quality on this thread is unparalleled anywhere else on the internet. I'm simply in awe of the disparity between this thread and all other non-Silicon Investor CSCO threads I may peruse from time to time, and once again I'd like to say thank you to you all. Geesh, even the infrequent spam that is posted on this thread is far better than the deluges of spam posted on those other threads! Happy "Thanksgiving" one and all!