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: ToySoldier who wrote (19271)	11/12/1998 6:37:00 PM
From: Kenneth E. Phillipps	Respond to of 77400

Gary and Toy Soldier: Nortel also intends to support Cisco's internetworking operating system (IOS) routing software and extend information from that technology to NDS. What is your understanding of this statement from ZDNet? Ken

To: ToySoldier who wrote (19271)	11/12/1998 7:01:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Although you make a good argument some of your premises are really assumptions which, if my sources are correct, are wrong. Also, you point to NDS being the incumbent DS. Well, in those accounts CSCO is the incumbent network. So, if CSCO has a directory - call it whatever you want..the customer will install it to manage their network. In fact, they are more likely to replace the directory than the entire network. Which do you think would be more cost/operations intensive. Be honest. OG