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: JRH who wrote (14293)5/27/1998 4:38:00 PM
From: Peppe  Respond to of 77400
 
Great article. Looks bleak for ASND. I was very impressed with LU's announcements today as well. I listened in to the conference call and they're claiming wire-speed QoS routing with their GSR wannabe. Just re-inforces what Chambers has been preaching all along. LU, NT and CSCO are all preaching voice over IP stories and carriers are buying in big time. Who do you think is going to win a data war ?

LU did say that volume shipments would begin until Q1 99. CSCO will have sold a lot of GSRs by then !!

Cheers,

Peppe