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

To: StockMan who wrote (13570)	4/20/1998 2:29:00 PM
From: bgg	Read Replies (1) \| Respond to of 77400

re: it appears that Bay is causing Cisco to dance in circles around the L3 switching here. Furthermore, one evidence of ACUTE CONFUSION, is that the company changes direction every 2 weeks, which Cisco appears to be doing. Come on Stockman -- Cisco serves a marketplace that Bay and others can only dream of. Sometimes, to serve all the markets Cisco plays in, there is bound to be contradiction. That's called being a multi-facted, market leader. Cisco is dancing in circles because of Bay? Maybe if Bay was actually gaining market share and posting strong results, which the answer to both is a big NO. All they've done is seed a bunch of free Accelar units. (in House's words - account penetrations) By the way, last market share numbers I saw showed Cisco leading Ascend in ATM WAN switch revenue. hmmm. No Bay shareholder (or employee?) should ever have the nerve to call Cisco a confused company. One need only look in the mirror at the networking industry's confusion case study of the 90s.

To: StockMan who wrote (13570)	5/6/1998 12:38:00 AM
From: Zoltan!	Respond to of 77400

>>Furthermore, one evidence of ACUTE CONFUSION, is that the company changes direction every 2 weeks, which Cisco appears to be doing.<< "Cisco stands out relative to the performance of any of the other networking companies in recent quarters," said Stephen Dube, an analyst with Wasserstein Perella Securities. "I don't know of any of the larger ones that have grown like this." Last month, Bay Networks reported weak third-quarter performance that fell short of analysts' revised expectations--coming in with a more than 50 percent drop in profits. In March, 3Com also disappointed Wall Street, citing pricing pressure that had cut into its gross margins. Cisco, for its part, has managed to pull ahead of the pack with its competitive product line and its ability to execute well on its business strategy, Dube added. The company also has been able to deftly and quickly meld its acquisitions into its corporate structure, he noted. news.com - All that must be very confusing indeed in the back BAY.