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

To: Tulvio Durand who wrote (18992)	11/6/1998 9:25:00 AM
From: ToySoldier	Read Replies (2) \| Respond to of 77397

Tulvio, My guess on why Cisco has selected MSFT is that they feel the 300lbs gorilla (MSFT) will use its current marketshare strength to make Active Directory popular. And to some extent I think MSFT will be able to push an unproven and very immature DS onto a lot of its DS-neophite customers. But, I have spent a lot of time looking at what NDS has compared to what Active Directory may have in 1 year's time. Active Directory will fail technically and the industry will realize it very quickly! MSFT AD is based on the old Domain Structure model. This domain model is not scalable. MSFT will have no choice but to redevelop AD from scratch in order to remove the Domain Structure model. In the meantime, NOVL is pushing hard to gain OEM acceptance of its NDS and lock down Mindshare (they currently have marketshare) of NDS being THE DS. Recent trade rag articles are showing that they are getting mindshare as well. Here is my prediction folks on this board.... Cisco will give in within 3 months and commit to developing an tightly integrated NDS extension (similar to their commitment to MSFT AD). Even though Cisco has been a bit arrogant in the past because of its commanding marketshare, they are not stupid. They will not give a serious competitor any serious opening to get a competitive edge by not implementing NDS. Cisco's customers have already been demanding NDS integration, and Cisco cannot ignore this. BTW, NDS customers can already control access rights on Cisco, 3COM, etc. routers now. NDS's Radius Server extension allows NDS customers to control ACLs withing the routers right from their NDS tree utility (NWADMIN). Toy