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

To: StockMan who wrote (14256)	5/26/1998 8:55:00 AM
From: Peppe	Read Replies (3) \| Respond to of 77400

Stockman, what a great post !! I better sell all my CSCO holdings today. What do you recommend ? A washed up networking company with no sales force selling hubs and router wannabe products, led by a CEO who can't accept responsability for his company's crappy results ? Maybe I should invest in a legacy voice company with 140,000 employees ? How about a company with a niche frame relay product, ridiculous PE and the hope of being bought by the afore-mentioned legacy voice company ? Please tell me how to best take advantage of the $ 60 Billion voice/data integration market. Who will be best able to reap the benefits of this emerging market. It can't be CSCO, because their success until now is obviously due to luck, marketing, planetary alignment or dumb customers who keep buying their gear. Waiting patiently for your answer, before I call my broker with that sell order, Cheers, Peppe

To: StockMan who wrote (14256)	5/26/1998 10:39:00 AM
From: The Phoenix	Read Replies (3) \| Respond to of 77400

Stockman, Well your comments are once again off-base however I won't go into that. What I will again mention is that you have not stated why you think BAY is a better buy than Cisco. You've discussed one product - the 8510 and in doing so spread erroneous information. The test was an alpha test so features that might have been missing also might have been added. The test was done months ago and the product is just now shipping - this if far more than a month of beta notwithstanding the fact that Cisco enters into a trial program for months which preceeds beta... Again however you have not said anything about the rest of the company - the quality of the engineers (given that you are one I can see why you've veered from this discussion), service department (BAY doesn't have one), sales (the only way BAY wins is when there are no competing products), marketing, etc.. It takes more than products to win. Cisco is the complete package. I know that really pisses you off, but the truth sometimes is a bitter pill to swallow. Gary

To: StockMan who wrote (14256)	5/26/1998 12:11:00 PM
From: Clint Todish	Read Replies (1) \| Respond to of 77400

In addition to Cisco's 85xx ROUTER which is UNTESTED (1 month beta), INCOMPLETE (missing legacy protocol support), EXPENSIVE (Lying and Fooling customers seems to be the hallmark of this bad smelling company) From the article One significant feature--support for extended access control lists--is missing fromthe initial software release. The initial software will support only MAC (Media Access Control)-based filtering. The 85xx junk router is SLOOOOOOOOOW!!!! Isn't that interesting... From the article: (Alpha product no less) The first in the Catalyst 8500 series, this five-slot chassis remarkably resembles a Cisco LightStream 1010 ATM switch. I was not surprised by this coincidence: The 8510 uses the same 10-Gbps backplane. ... The Catalyst 8510 forwarded all 32 streams at wire speed--a total of 4,761,760 packets per second--without dropping a single frame. ... Cisco makes no performance compromises with the 8500 series; no combination of boards can oversubscribe the switching fabric. ... For Cisco, the Catalyst 8510 is just a big toe testing the waters. In the third quarter, Cisco will begin shipping the Catalyst 8540, a 13-slot 40-Gbps Layer 3 switch, which will support much higher densities, OC-48 connections and a faster processor. As for "missing legacy protocol support" - Cisco's alpha product supports IP and IPX - Bay's shipping product only routes IP (from a quick glimpse at the web site). Not sure what you've been smelling lately. -C