Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : YURI ( YURI SYSTEM ) -- Ignore unavailable to you. Want to Upgrade?

To: Geof Hollingsworth who wrote (428)	2/6/1998 2:40:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 1181

Cisco is certainly a concern, but the 3800 is nothing short of an disaster for them so far How do you justify this? Based on what? The people you left out who are the greater threats, IMHO, are 3Com with the products from the OnStream acquisition Not actively marketing this product , Nortel Absolutely, ADC/Kentrox Current products don't cut it but are they building the next generation, Xylan C'mon... small issue of price points...let alone performance and a host of venture-backed start-ups Yes, something to watch for. Mariposa is vapor ware... nonetheless start-ups will be interesting..but will be acqusition targets. GDC/Sahara Give me a break!!! This guys are out of business this time next year... or possibly acquired Digital Link Didn't Yuri buy these guys? Geof, You make some good points. There's a lot of competition coming into the market and I think this represents a major challenge for Yuri. However, I think you and I have different perspectives on the strengths of the players. I certainly think you're underestimating Cisco's play, the 3800, and their overall strategy to dominate the data/voice integration market. Cisco's not a company I would underestimate. Gary