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

To: aladin who wrote (14403)	6/4/1998 10:41:00 PM
From: aladin	Read Replies (2) \| Respond to of 77400

Hi, Another post for discussion. Many comments are being made about cisco's use of profit to buy R&D and that little is invented internally. Its now at the point where many of you seem to accept this as the truth. The fact is that cisco engineers have led the industry in IETF participation and a review of posted RFC's shows 299 authored, co-authored or referenced. Bay Networks had 93. Even Proteon had more than Bay at 106! Is Bay catching up? Since the (Wellfleet/Synoptics) merger Bay has had only 25. For new stuff the drafts are dominated by applications folks, but we ourscore other hardware vendors easily. What about new hardware technologies? - With all of the focus on not yet standardized Gigabit no one has asked about already standard Sonet. We pioneered IP over Sonet (called POSIP). Guess what Qwests network and Internet2 is being built on? POSIP. I have not seen any dollar studies - but I would bet more sales happened in '97 on posip than gigE and would still take that bet for '98. So we dominate all classes of routers with internally developed technologies. We bought companies for expanding into new markets - lan switching, DSL, voice etc However its been a long time since we bought Crescendo ('93), couldn't we agree that the lan switching business is internal now :-) Yes we bought Granite, but everybody bought someone in gigE (Prominent, Yago, RapidCity etc). John