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: Bill who wrote (23395)	3/4/1999 9:56:00 PM
From: MMW	Read Replies (1) \| Respond to of 77397

"Avici and Netcore will deliver too. It's the others that have little chance" It is possible someone will joint CSCO and Juniper and serve as third party. But it has not happened yet. I have observed the approach of those Teribit router start up companies and LU is that they made a big deal about how fast their system hardware will work, and didn't address the big issue of software especially BGP inter domain connections, which is compatibility issue resides. I am not sure if the people designs the router without think this issue, those can be actually successful. Last time I heard is LU's Packstar system is sitting in UUnet Lab and power get switched off. Engineers decided not to spend time on it any more. The reason I speculate that those start ups get sold out is based on the time is running out on them. They need to show the results to the their investors in a relative short period time, otherwise, the market window is closed on them. Cheers! Mike