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

To: sepku who wrote (10893)	12/15/1997 12:16:00 AM
From: Helios	Read Replies (1) \| Respond to of 77400

"All in all, CSCO proves once again to have allowed its immense obesity to hinder its technological agility. This doughboy-networker is fortunate to be encumbered with such obscene bloated mass -- the gravitational force exerted by CSCO's highly-generous dimensions is apparently sufficient enough in attracting customers and their business...after all, it cannot be the non-existent leading-edge technology! If you really believed that then you would be short the stock. So cut the technical mumbo jumble and step to the plate. Go to the Cube thread and read Rarebirds comments as to why he is short Cube. I disagree with him but I respect him. You, ... well.

To: sepku who wrote (10893)	12/15/1997 12:40:00 AM
From: jach	Read Replies (2) \| Respond to of 77400

<AS5300 could not even match up to SHVA's LANrover (not to imply SHVA's RAS isn't competitive), let alone the pioneering ASND MAX TNT, or its chief rival, COMS Hyper TCH. This was proven by the Data Comm report, the largest and most intensive independent RAS equip. evaluation ever staged. Once the new TNT arrives in Jan/Feb with triple the port density, the most advanced RAS gear available will once again be in ASND's court -- COMS almost caught up with its beefed up "hyper" TCH.> one can compare and hyped but reality needs some proven facts: Based on the last six months news csco gains mkt share on RAS and signed around ten SPs and ISPs; all with 5300s. As for the router mkt, just look at the mkt share in the data comm reports, even a simple non-technical person knows csco owns the router arena.