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: simonds who wrote (13839)5/6/1998 12:30:00 PM
From: The Phoenix  Respond to of 77400
 
Announced wins coupled with continued growth in existing STRM accounts translates into solid revenue growth for the STRM side of Csco's business. What is a problem is the lack of new products which will indeed have an impact on continued growth if not rectified. Personally I am confident that Cisco will do something in this space to keep ASND down.

As for stealing CSCO's lunch in the carriers... There's no lunch to steal. This market has traditionally been fairly vendor neutral. ASND has won some accounts - no doubt - but so too has Cisco.

Gary



To: simonds who wrote (13839)5/7/1998 1:32:00 PM
From: Thomas M.  Read Replies (1) | Respond to of 77400
 
Robbie Stephens comments from the CSCO CC: #reply-4353039

..Cisco indicated that it doesn't anticipate playing in the core ATM market this year, if ever...

Tom