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

To: Clint Todish who wrote (12881)	3/10/1998 7:32:00 PM
From: Glenn D. Rudolph	Respond to of 77400

It's my opinion that larger organizations will hold off on ripping out their legacy routing designs and buy into large scale Layer 3 solutions until the flurry of new technologies settles a bit. Clint, I do not have a position in CSCO so am kind of watching more or less. I am not disagreeing with your assessment above. I fell the stock price has gotten ahead of itself and competition is closing in. I do not have the guts to short CSCO but would not be comfortable taking a long position at the current level

To: Clint Todish who wrote (12881)	3/11/1998 12:21:00 AM
From: Stephen Balbach	Read Replies (1) \| Respond to of 77400

To find the real lowdown on switching attend a NANOG or IETF meeting and talk to the engineers who make the descions. There is no consensus routing vs switching. Sprint and BBN vs. UUNET and PSI for example. Heck, 5 years ago magnetic hard drives were dead and optical disks were the future. Just wait untill you see Juniper and other Big Fat Routers hit the market. The new company "Layer 3" will depend on the features of routing for voice services (thus it's name). Stb