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 : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: sepku who wrote (33893)	2/7/1998 4:17:00 PM
From: George Coyne	Read Replies (1) \| Respond to of 61433

Style, I wish I had known your position with Novell back then. I would have advised a strong avoid! I never had any position in it, since I don't short per se, but sensed that they had been riding on their reputation for a long time. G. W.

To: sepku who wrote (33893)	2/7/1998 5:06:00 PM
From: blankmind	Read Replies (5) \| Respond to of 61433

umbrage Despite MSFT NT's immature capabilities compared to Netware - style pts sorry, novell nickled and dimed clients with their original ip implementation, and charges for to many add on products. not to mention novell could have long ago put on the gui interface. Netware and Unix dominate the market for networking software... i saw a recent study that shows ms passing netware as the share leader of not only new sales (which ms dominates), but installed base by 2001. unix is losing and continues to lose share because their will never be one or two or three or four or .... versions. new installs ms dominates. fledgling NT rival ms was fledging on 3.5, i have the 5.0 beta and the product continues to improve. novell continues to drop in the important area of new sales. i am both a mcse and a cne, with how the intra/internet market has risen ms backoffice makes for a smoother transition and implementation.

To: sepku who wrote (33893)	2/7/1998 5:44:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<All the Street sees is the hulking shadow of MSFT looming over its rivals.>> And the same for CSCO over the other networkers. Truth is, they are powerful - but vulnerable too in certain areas. It looks like the CBX500 and GX550 are ahead of comparable Stratacom products. AS5300 is competition for the MAX but not the TNT - and not close to the higher density product in development. ASND has OC-3 F/R, CSCO does not. CSCO can't afford to move to switches too fast or lose the market for it's routers. And what about GE? While ASND is not in this market, CSCO brought Granite quite a while back, but where is the product? Still waiting for the standard (which just got delayed)? This isn't stopping others. BAY's Rapid City should have product out by now (not sure). COMS recently announced they were first out with GE - several months after MRVC had already begun shipping GE. For a while CSCO was rumored to be looking for a 2nd GE company (admission of failure?), but now I guess they are sticking with Granite. Just a couple of items that come to mind. I'm sure there are more.