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To: ajtj99 who wrote (4030)	10/2/2002 1:37:23 AM
From: Stockdoctor	Read Replies (1) \| Respond to of 10157

AJTJ99....overall......US companies never understood what OVERPRODUCTION can do.....every freaking country capable of producing almost everything these days......thats why US jobs being taken and moved to elsewhere...its putting a dampen on the economy...this is of course just one of the reasons for slumping economy.

To: ajtj99 who wrote (4030)	10/2/2002 1:40:16 AM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 10157

It would be a mistake to dismiss Huawei as a CSCO competitor. Huawei has a good presence in Latin America as well as throughout Asia and the Mideast. They recently opened offices in Silicon Valley as well. Pricing is just one area that Huawei has an advantage. And certainly in China, Taiwan and Hong Kong, Huawei will have the home court advantage. Where they have holes in their product line, they are partnering with CSCO competitors. My experience is that they are not overly innovative, so CSCO should maintain an edge, but there is no question that they can eat into a fairly substantial portion of CSCO's lunch.

To: ajtj99 who wrote (4030)	10/2/2002 3:31:39 AM
From: WhatsUpWithThat	Read Replies (1) \| Respond to of 10157

Thanks for that post. I've been trying to stay out of this, but it's nice to see some reason. 1 - I'd like to see numbers backing up assertions I've seen in several places of the Chinese product being manufactured at 1/10 the cost of Cisco's same product, same quality, same reliability, same specs 2 - the advantage China has is cheap manufacturing and materials costs (those that can be made in country only, of course), yet Cisco as I recall is a model of outsourcing manufacturing (?) and in any case certainly could have their product made in those same cheap factories to get much of the same advantage 3 - brand cache (accent on that last "e" ;-) is very true for this gear; is the NASDAQ about to start running its network on the very cheapest gear it can get from a new-to-North America provider? That's foolish savings. Even in my business, just somewhat smaller than the big boys <gg>, I'll pay for a tier 1 for my main network and go to some tier 2/3 only for non-critical areas I'm not saying Cisco doesn't face competition, I'm only saying it's silly to hear claims they're dead meat. Cheers WUWT