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

To: Edwarda who wrote (23480)	3/6/1999 5:18:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 77398

the party with CSCO may be in the past for a while and that its performance is likely to prove lackluster for a while if earnings comparisons matter Edwarda, the market always lags on Cisco, because it thinks Cisco is in the router, switch, and Hub business. However since it is really in the system software business, selling and supporting it's IOS, It will continue to roll. You can expect to see 160 by year end, IMO.

To: Edwarda who wrote (23480)	3/7/1999 9:45:00 PM
From: jach	Respond to of 77398

<I am of the opinion that much of the party with CSCO may be in the past for a while and that its performance is likely to prove lackluster for a while if earnings comparisons matter.> Agreed. In the post below, CSCO is mentioned in only one of the four categories, looks like there will be no party at all. And, btw, in the same category that CSCO is in, Juniper (MCI and Cable and Wireles deploying Juniper) is taking some market share away from CSCO. Too many vendors and products which will impact the profit margins. Also, because CSCO does not have competing products in the higher-end categories, the Internet/SPs have no choice and may have to go with the new startups. Who knows, one of these startups may become the next CSCO if their Routers take hold of the core of the next generation networks. ============================== March 07, 1999, Issue: 2803 Section: New Public Network NPN snapshot: IP Routers PRODUCT: Edge aggregation router Grooms multiple traffic streams onto IP backbone, adding QOS VENDOR:Ennovate (www.ennovatenetworks.com), Nortel (www.nortel.com), Redstone (www.redstone.com) PRODUCT: Subterabit core router: Shunts traffic at OC48 (2.5 Gbit/s) across IP backbone VENDOR: Cisco (www.cisco.com), Ironbridge (www.ironbridgenetworks.com), Juniper (www.juniper.net), Neo (www.neonetworks. com), Torrent (www.torrent.net) PRODUCT: Terabit core router: Scales above 1 Tbit/s aggregate port speed VENDOR: Avici (www.avici.com), Nexabit (www.nexabit.com), Pluris (www.pluris.com) PRODUCT: Core router with ATM switching: Moves traffic across IP/ATM backbones at OC48 VENDOR: Argon (www.argon.com), Netcore (www.netcoresys.com), Nexabit (www.nexabit.com) Copyright ® 1999 CMP Media Inc.