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

To: jach who wrote (10907)	12/15/1997 12:49:00 AM
From: Kent Rattey	Read Replies (1) \| Respond to of 77400

To be fair, it is not a surprise to see CSCO gain RAS market share when they are coming from nowhere, and ASND(#2 RAS market share) couldn't ship product. Long CSCO, COMS & ASND. Kent

To: jach who wrote (10907)	12/15/1997 12:43:00 PM
From: sepku	Respond to of 77400

>>>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.<<< There are 1000's of ISPs. Tiny mom&pop networks can't compare to #1 UUNET and #2 Earthlink (both long-time loyal ASND RAS gear customers). The world's 3rd largest ISP (located in Taiwan), just announced a couple weeks ago that it will be gearing up with SHVA LANrovers. Even though you did not provide the references to your "proven facts" (I supplied my source), I am aware of the current statistics. You speak of the 14% market share gained by CSCO in 12 months from virtually no presence, following the 1996 Telebit aquisition that integrated its modem technology in RA gear. Examine the market share statistics (Dell'Oro, as of 2nd Q '97) during that period and you will also see that ASND and COMS consistently held 35% and 31% of the RA market, respectively. I emphasize consistently, because this is evidence that CSCO is gaining its market share at the expense of the weaker players -- such as SHVA and the third-tier RA equip. providers. In Q3, ASND's one-time software glitch with its MAX TNT, involving a particular Euro RA standard and attrition from CSCC employees following the merger, slowed down investment from the Euro ISPs in upgrading their networks. This allowed COMS to gain market share on ASND...the recent numbers show an equal number of market share % points lost from ASND that COMS gained. Therefore, once again proving that CSCO failed to benefit even when ASND was weakest -- the largest ISPs continue to opt for the most superior RAS gear available: MAX TNT or (hyper) TCH. These Q3 market share statistics were posted to the ASND -- NEWS ONLY thread, and I can dig them up. >>>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.<<< If you take a look at my posts, I've never contested that fact. With 80% installed route/hub base across all networks accessing the internet, this is CSCO's bread-N-butter. Too bad routers are prehistoric technology (in the networking sense), and are becoming passed over in favor of layered switching -- it's only a matter of time before they are phased out altogether. That niche of networking is growing the slowest of all other areas of networking, which just goes to show why CSCO is so aggressively pushing into RA/FR/ATM, and muscling for market share through price cuts and incentives, rather than any significant leading products. Too wide a gap between price cuts and product competitiveness doesn't cut it with the high-quality demanding large telcos and ISPs. CSCO will have to do better than that, to compete in these 3 arenas against ASND and COMS who reign supreme. CSCO ruled the routers and hubs market because of the advantage of being there first. Guess who was in RA/FR/ATM first? Not CSCO. Style Pts.