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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: G. Richmond who wrote (3854)	1/27/1998 2:17:00 PM
From: RFF	Read Replies (3) \| Respond to of 6980

The latest issue of Fortune is once again fawning over Cisco. In their recap of the large techs, they say that Cisco is pretty much untouchable. One of my favorite lines was about how it wasn't so much about technology anymore, but about customer base and perceived stability. Basically were saying that customers will just stay with Cisco because they already have Cisco products in place and it would be to complicated to add new vendors. (Reminds me a little of IBM in its glory days.) I've always loved a good underdog story - glad to be participating in this one!

To: G. Richmond who wrote (3854)	2/5/1998 6:50:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 6980

G. Richmond. You sound bitter. Instead you should feel vindicated... If Cisco likes BAY's message enough to use it then BAY must be on the right track. Even so, simply because BAY has been using this message for a while doesn't mean they invented the stuff or had a corner on these ideas. BAY had nothing (relatively speaking) to lose whereas Cisco by announcing new technology early stood the chance of eroding revenues from successfull router product lines. Cisco had to take a more methodical approach. So, don't be bitter. If BAY has the right stuff they'll do fine. ;) Gary