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

To: bgg who wrote (19453)	11/20/1998 2:51:00 PM
From: Eric	Respond to of 77400

bgg I have found that he does not respond to questions. I asked him (or her!) a long time ago multiple times if he was an engineer. Eric

To: bgg who wrote (19453)	11/20/1998 3:48:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 77400

Hey, Bgg, you are responding to our "thread moron". We "shun" the guy, it has cut down his posts,and hopefully, he will go away.

To: bgg who wrote (19453)	11/23/1998 8:20:00 AM
From: Shroder Wertheim (Hijacked)	Respond to of 77400

Bgg, looking from another angle, CSCO did not have the competition in router or FE switches (COMS, CS and Bay were all late to the market where CSCO got it from GrandJunction, Kapalan for the low-end and internal Cat5 for the high-end) and CSCO was early on a very small FE switch market. Now It has competitions coming from all sides, not yet for 12000, but will be within the next 6 months. Cat5 is losing market share and customers daily. $22 Million market is the wrong number. Gigbit layer 3 market is taking off like a wild fire. CS Yago division this quarter along is estimated to have revenue of 25M. COMS does not have all Gig -layer 3 all together yet, CB9k is the story and it will not complete within 6-month, yet it has more than 35M revenue in Gig. Extreme has 12M per quarter revenue without the BlackDiamond yet. Foundry has hugh backlog with its DataComm award winning BigIron, last week the big ISP MindSpring announced using Foundry to replace CSCO, AOL is rumored to do the same thing soon. Bay's Accelar is a bright spot for Bay's overall depress business. The problem with CSCO Gig-layer 3 is: it is late with lousy ,expensive and slow products, Cat5 is not a Gig (3.2G backplane switching fabric for a chassis product???)capable box, it is a patch on an existing plaform. 8000 and 12,000 are just not that good. I felt CSCO has a CHANCE of going down when I went to a ISP last week, this ISP POP side bought CSCO Cache Server and realized it is a bad product, it did not bother to return the box (Job security??), instead it is used as a door stop.