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

To: StockMan who wrote (15907)	8/9/1998 11:56:00 PM
From: JRH	Read Replies (2) \| Respond to of 77400

Sorry thread, you know how much we don't like him, but I thought that this post is necessary: Looks like Mr Chambers is running scared. Given that Lucent,NT/Bay and others have a layer 3 switch which competes directly with Cisco's bread and butter routers and catalyst switches at a fraction of the price, Cisco's growth and margins are in Jeopardy. As Chambers has said all along. He is a self-proclaimed paranoiac who continually warns that margins will lower and growth will slow. Thanks for pointing that out and emphasizing Chambers words again. Lucent just released the L3 switch with GE from prominet (an acquisition), at the same time as Cisco's 8510 w/o GE. Lucent is ahead of Cisco is certain aspects of data networking.!!! I am just curious, and would really like to get a response (for once) from you. What companies do you know of are implementing GE right now? Seriously, I would like to know. Anybody else (since I know stockchild won't answer me)?? I know of only one, a gov't agency (Jet Propulsion Lab) who will use Cisco GE for their backbone when the product is released next year. And that backbone will support and connect to my school and others on CSUNet. Seeing as how JPL always uses cutting edge, reliable equipment (I would sure hope so, since they have the need to support billion dollar space projects), I guess it is a good idea for them to use Cisco products. That seems to be the trend of the past and future for Cisco: let the others come out with their products, let them take the arrows, let their projects be ignored by the world, then come out with their own and _then_ the world embraces the technology. Any comments Stockboy? Didn't think so.....Anybody else? Eagerly awaiting Cisco's future.... JRH