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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. Phillipps who wrote (2624)	6/27/1998 1:10:00 PM
From: Beltropolis Boy	Respond to of 7342

>Jubak does a poor job of discussing who is ahead in the techology >race. In other words, who has the best technology and products. It >certainly is not Cisco. ken. appreciate your feeback. don't get me wrong, i didn't post jubak's piece to argue cisco having pole position, merely his favorable comments on tlab. perhaps i should have added my standard, obligatory "fwiw" denouement. jubak aside, i do think one can make a legitimate case that cisco currently has an advantage, particularly over lucent. one argument goes that the cozy relations they've established with numerous corporate cio's will command significant attention from the telcos. as a recent fortune article put it: "buy gear from cisco and [they] will steer those loyal cio's to you when they want to outsource their data communications." even mcginn has acknowledged cisco as nonpareil when it comes to aggressively marketing and getting their product out the door. his old at&t network group was overly focused on producing the product, not selling it. his new strategy is to release them on schedule, even if given more time, the lab techies can make them better, stronger, faster. as $56-gig bill (my petname for gates) has clearly demonstrated, contrary to most free-market theorists, you don't necessarily need the best technology or product to monopolize the market. however, i also believe that lucent will present a much more formidable opponent once its pooling of interests moratorium is lifted on sep 30. of course, it's just my opinion, -chris.