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

To: aladin who wrote (11623)	1/16/1998 4:04:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

You're right. It's important not to discount what you don't know and look to other sources to fill the gap. Concerning gigabit ethernet, I got into one of my heated arguments with Alex R. (an engineer) on the FORE thread sometime before Cisco's Granite acquisition over the impact GE was gonna have on ATM. I was ridiculed up and down because I was not an engineer. Not an engineer, no doubt, but I have other training and more importantly I can read and know who to trust. In this instance, as many, it was George Gilder who predicted the rise of GE. Gilder had advised President Reagan in the 1980's on ending the IBM antitrust suit, telecom deregulation and most notably in rejecting the analog HDTV scheme that the late and unlamented "Atari Democrats" had tried to foist upon the public - good things all. Interestingly, statist Japan went on with analog HDTV and wasted billions on a dead end technology - just as Gilder predicted. Remember Gilder is also notable for demolishing 3COM founder Metcalfe over whether the internet was headed for one big crash caused by all the new users. Gilder proved Metcalfe to be just another very rich Chicken Little. Anyway, I noticed that Alex R., my old nemesis, is now on the NN thread preaching the advantages of GE. As for VHS vs. BETA, as an early adopter I chose VHS because it had one great advantage - VHS could record for 6 hrs while BETA could only record for one. SONY failed to react to the "time shifters" relying instead on BETA's technical brilliance - something not readily apparent on American TV sets because of their inferior resolution. Corporate hubris. (Talk about unintended consequences, the company that fought and lost to SONY in court over allowing video taping on copyright grounds has actually made more money than any other entity from the video age. That company is the $67 billion Mouse.) Looks like DVD will continue to suffer from format wars. Too bad, because the Mouse would like to resell his library yet again. Regards