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: Victor Lazlo who wrote (53165)	5/19/2001 12:35:54 AM
From: MHA	Read Replies (3) \| Respond to of 77398

Cisco is #1 in switching. The nearest one is Extreme and Foundary. Cisco is really strong in Enterprise as they have an end-to-end product portfolio. The realy advantage that Cisco has is the all the products have a consistent CLI unlike 3Com, Nortel or others. In core I believe Cisco's product marketting goofed up big time and now Cisco is paying the price. Hopefully they will get their act together. BTW, I have worked on both Cisco GSR and Juniper routers, both have pluses and minuses but in my opnion Cisco has a better architecture and more stable product compared to Juniper. However Juniper had a head start when they came up with OC-192 linecard. Cisco is catching up now. MHA

To: Victor Lazlo who wrote (53165)	5/19/2001 9:51:00 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 77398

Victor: as I mentioned a month ago, right now Cisco's main competitor is used Cisco equipment, because it attacks Cisco's main competitive advantage (compatibility with other proprietary Cisco equipment). biz.yahoo.com In markets where Cisco does not compete, they are ringed with competitors. In the most lucrative growth markets (e.g wireless & optical), Cisco is only a token presence compared to where they need to be. John