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

To: larry who wrote (54969)	9/6/2001 4:34:14 AM
From: marginnayan	Respond to of 77400

There was a huge debate about IP protocol(over its incompatability with QoS) in the recent two IETF meetings. To CSCO's surprise, it's seeing its dominating force in the IETF diminishing fast, which, actually, should cause more fear to Mr. Chambers. That is just one of the negative point. But there are still several positive points for Cisco. With RBOCs the only guys left to spend money, most likely they would be inclined to buy stuff from a company that has long term future viability. On top of that RBOCs spend almost a generation's time (just for the sake of emphasis) before actually deploying equipment commercially which also tend to benefit viable players. I have heard that when it comes to bids for large mutli-million contracts (orders), Chambers just won't give up.

To: larry who wrote (54969)	9/6/2001 8:46:50 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Larry, who will take Cisco's place if they won't be the dominant one? I'm trying to take you seriously, but when I look around, I don't see any real competitors that have a chance to overthrow Cisco in the short term. Maybe Cisco won't be king in the next 10 years, but looking out 3 years, I can confidently say that they will remain king. Lucent and Nortel are jokes right now. Juniper is starting to understand how tough it is to compete against Cisco. All the rest are not even worth mentioning. The only one that I think has even a remote chance of unseating Cisco is Ciena. I know they are in optical mostly, but if optical without opto-electronic-optical conversions every becomes a reality, then I would think Cisco will wane very fast indeed. Until such a time, which I still think is at least 5 years or more away, Cisco will be the clear leader.