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: Frank Sheridan who wrote (20764)	1/14/1999 1:32:00 PM
From: JRH	Respond to of 77400

If not ATM, then is gigabit routing technology the alternative to ATM performance? From what I have heard, the benefit of ATM is the QoS, or Quality of Service, if you will. That makes it extremely popular for networks carrying voice. I don't think that gigabit or any ethernet for that matter has the same level of QoS as ATM. But what do I know ;o) Justin

To: Frank Sheridan who wrote (20764)	1/14/1999 2:36:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Please, don't make a habit of comparing CSCO to MSFT. Cisco is a kinder, gentler company that still kicks ass. The difference is that they help other companies grow their markets so that Cisco can also sell more product. MSFT helps no one except Bill Gates.

To: Frank Sheridan who wrote (20764)	1/14/1999 3:35:00 PM
From: Jay Couch	Respond to of 77400

Frank, Cisco DOES make ATM products: cisco.com ATM is the current transport protocol of choice for data networking 'backbones'. Your engineer friend is right, though, it is slightly overrated, and expensive. Your second paragraph about CSCO taking over markets that they set their sights on is not only very perceptive, but it couldn't be more dead-on. Cisco has gained majority market share in every market they've entered into (to my knowledge, anyway). Don't know about the last point. I have some friends who work at Octel (in Milpitas, just down Hwy 237 from Cisco), and they haven't jumped ship. I think that most of the management has remained intact, so they've stuck around. Besides, Ascend's main Bay Area Facility is in Alameda, not really in Silicon Valley. I do agree that East vs. West coast menalities tend to clash. But, how do you think the Ascend/Cascade merger went? Jay