Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Don Pueblo who wrote (19143)	11/8/1998 12:08:00 PM
From: jach	Read Replies (1) \| Respond to of 77397

data.com ----------- Sort of old, but interesting to see that csco was not there. IMO, it looks like CSCO should have waited and buy one of these great GBit startups. With Granite over a year old, no products yet. Now with Packet Engine, Berekeley being bought and very likely other startups will also get acquired, probably not by csco as they already have granite (but did not have product to send for testing in Feb).

To: Don Pueblo who wrote (19143)	11/8/1998 12:26:00 PM
From: jach	Read Replies (1) \| Respond to of 77397

The next wave of acquisitions in the very high-speed switch router market: We have seen the investment frenzy in Juniper. The high-speed IP switch router segment is hot, extremely hot. As the popularity of the Internet and Web skyrocket and grow, and the market in a double_exponent upward curve, the products that these companies are coming out with will play a crucial role. All the big players are in Juniper, both with money and technolgy exhange, but not csco. Other companies in this sector, NetCore, Avici, Pluris etc. will very likely be acquired by large companies. Note that some service providers are in trial using IP switch router products from these companies. So which companies are likely to buy them: 1. Establsihed PC, workstation oriented companies such as INTC, MSFT and SUNW. They'll like to get a piece of the great margin mkt. 2. Large telecom companies, LU, NT, Alcatel, Ericsson, NEC and others. They'll also love to get this great margin business. 3. As usual, by 3COM, ASND, NN, and other networking companies. They'll compete with CSCO head-to-head. 4. The chance of csco buying one of these high-end switch router companies is very slim. Why? imo, it'll sort of prove that the router king is not a king anymore.