SI
SI
discoversearch

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 : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: Chi-X who wrote (21419)11/5/1997 10:56:00 PM
From: Thomas M.  Respond to of 61433
 
With such explosive (-ggg-) gains in market share in the most lucrative segment of networking, one would think Chambers would have highlighted RAS as a strength in the latest earnings report.

Tom



To: Chi-X who wrote (21419)11/5/1997 11:07:00 PM
From: sepku  Read Replies (2) | Respond to of 61433
 
>>>Remember, Cisco's (CSCO) revenue comprises up to over 50% of the Network industry.<<<

What?! Maybe in the good 'ol days! I'm gonna have to dig up some revenue numbers for the trailing 4 Qs and check this out. I'm damn sure that COMS already pulls in about 60% what CSCO's earns in sales...then you throw in ASND, BAY, CS, and misc. and your figure should be down to around 40% total networking revenues going to CSCO. Can somebody who has the numbers handy, beat me to it and clear this up?

Style Pts.



To: Chi-X who wrote (21419)11/5/1997 11:31:00 PM
From: pass pass  Read Replies (1) | Respond to of 61433
 
chi-x, are you still buying stocks at their all-time highs and sell/short at their all-time lows? How can we forget you trashing CSCO like it's the end of world when it was at 40s in April? You're more accurate than Elaine G.