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

To: The Phoenix who wrote (13032)	3/23/1998 12:35:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Gary Cisco is starting to kick some serious butt here. It's going to take a long time to get rid of the old 600 ohm balanced audio voice networks but it is starting to happen. I really am going to enjoy the fight with NT and LU coming up. Those two have a lot to defend but with the huge growth that is happening now there will be more than enough room for all. The implementers of the best and widest technology solutions will take home the prize! You and I know who that will be. Eric

To: The Phoenix who wrote (13032)	3/23/1998 1:32:00 PM
From: Thomas Scharf	Read Replies (1) \| Respond to of 77400

"The company that doesn't innovate" That's right, they don't. Although the article didn't use the phrase, what it is talking about is called Multi Protocol Over ATM or MPOA. This has been around for a while, with Newbridge Networks (NN) being the technological leader. NN has been shipping MPOA products to the teleco's for quite some time. Don't get me wrong. I'm a strong supporter of CSCO and am very long in my portfolio, but they aren't known for innovation in recent years. CSCO uses the PacMan strategy, buying small innovative companies and integrating their people and technology into the larger company. They have been very successful at this difficult task. I admire them for doing it so well.