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

To: Scott C. Lemon who wrote (12601)2/22/1998 2:13:00 AM
From: sepku  Respond to of 77400
 
Here is Gary Korn's 1998 networker performance spreadsheet:
-----------------------------------------------------
YTD performance of selected network stocks through Fri., 2/20/98:

Stock 12/31/97 02/20/98 %gain(loss)
XYLN 15 1/8 22 7/8 51.2
SHVA 8 9/16 12 5/8 47.4
ASND 24 1/2 35 1/2 44.9
LU 79 7/8 102 5/8 28.5
MADGF 3 7/8 4 7/8 25.8
BAY 25 9/16 30 15/16 21.0
CSCO 55 3/4 65 13/16 18.0
MRVC 23 7/8 28 17.3
TLAB 52 7/8 58 1/8 9.9
NT 44 1/2 48 1/2 9.0
XIRC 10 1/16 10 15/16 8.7
NWX 277.83 300.05 8.0
CS 15 16 1/16 7.1
PAIR 19 3/8 20 1/2 5.8
FORE 15 1/4 15 3/8 .8
WSTL 12 3/4 12 3/8 ( 2.9)
COMS 34 15/16 33 3/16 ( 5.0)
CIEN 61 1/8 42 (31.4)
NN 34 7/8 22 1/8 (36.6)



To: Scott C. Lemon who wrote (12601)2/22/1998 9:15:00 AM
From: Michael P. Michaud  Respond to of 77400
 
Scott,
Thanx for validating Erics take on "layer 3" and the new routing/switching paradigm. Trying to understand the complex world of engineering (coming from a medical background) is really a challenge for me as an investor in this technology. But the press releases (i.e., 3 Com is setting up a cellular phone company's routerless system using switches at 1/10th the cost for 10 times the speed, blah, blah, blah) really makes me wonder if I'm with the right company!!! As a humble investor with only so much money, I try to buy only the leaders...now and for the future. I depend a great deal on posts from people like you.
Mike



To: Scott C. Lemon who wrote (12601)2/22/1998 2:27:00 PM
From: StockMan  Read Replies (2) | Respond to of 77400
 
Scot,
Re -- I believe the real solution will be routing at much higher layers than layer 3!

That may very well be true, but if the lower layers form the bottleneck, no amount of "intelligence" at higher layers can alleviate that. The speed of the slowest link within the OSI model.

Stockman


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