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


To: Diamond Jim who wrote (13648)4/23/1998 12:38:00 PM
From: Mike Mitchell  Respond to of 77400
 
Article from TheStreet.com on Ascend vs. Cisco:

thestreet.com

(You can join for two weeks free if you're not a member)

The article discusses ATM, suggests Cisco MAY have lost maketshare, but ASND's wins MAY be due to market growth. Does not discuss access, where ASND is losing marketshare.

Mike



To: Diamond Jim who wrote (13648)4/23/1998 12:38:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 77400
 
James,

You didn't say it...I agree, but you did imply it with this comment after the posted article...

Simple solution, ASND

As for ASND taking business away from Cisco, this market is a tug of war - no doubt. Cisco will win some and will lose some. I'd like to note however that ASND beat Cisco to market with thier latest and greatest ATM switch...Cisco/Strm hasn't spun the StrataCom product line for what...two years?. Seems to me that something must be coming soon...and it should change the rules a bit. But, one question, if you have no position in either why are you posting comments that cry for a response or at a minimum a modicum of defense?

Gary