SI
SI
discoversearch

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 : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: StockMan who wrote (5433)4/17/1998 11:45:00 PM
From: Peppe  Read Replies (1) | Respond to of 6980
 
At least your spewing your anti-Cisco cr*p on the Bay thread. Stockman, obviously you are a frustrated man.

According to Dell'Oro, Cisco is the fastest growing switch provider (and the largest as well ). At best, an Accelar L3 switch will replace a legacy router doing VLAN routing. At worse, Cisco accounts will wait until Cisco has a similiar offering.

Unless Bay can release a L3 switch at L2 pricing (now that would be cool !!) Bay is no threat to Cisco in the Enterprise.

As far as Cisco's growth numbers are concerned, I challenge you to name one networking company with over $ 1 bill in revenue growing faster. Or ANY company with $ 8 bill in ANY industry growing faster than Cisco. Success is relative to your competition, something House hasn't figured out yet ...

Peppe



To: StockMan who wrote (5433)4/20/1998 12:51:00 PM
From: bgg  Read Replies (1) | Respond to of 6980
 
Stockman -- Now where would you place your bets -- with a company with almost 25% of total revenues tied to the RAPIDLY shrinking shared media business and stagnant revenues for the past two years? Typical of your posts -- everything is slam Cisco, but try a little perspective here. Who's growth is really slowing (or more to the point, not even growing at all?) You're not making yourself look very smart as an investor.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News