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

To: jach who wrote (23484)	3/6/1999 10:43:00 PM
From: jach	Read Replies (1) \| Respond to of 77400

Message 8165650

To: jach who wrote (23484)	3/7/1999 11:34:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Jach, I think if you read the article rather than looking for spin you'll see that the Cat6000/6500 has 5 times the number of ports. The Extreme product has more horsepower - able to keep 48 fast ethernets running full speed. The Cat6000/6500 handles up to 40.... somewhat less. Still the Cat6000/6500 scales to 384 ports whereas the Extreme product only scales to 48. Furthermore the Cat's support true multiservice voice/data/video with state of the are Qos, the Extreme product does not. If it did it's performance would also be reduced. Of course this all assumes that these tests were run properly....and neither of us know. The point is that Cisco continues to build products that are equivalent to competitive start-ups. Companies like Extreme will need more than just a box which is a little bit faster than a Cisco product...this is a continuing problem, competitors focusing on performance and not network service(s) . Cisco is the incumbent and is laying new unique network services on top of Cisco infrastructure making more difficult for small competitors to take root. Furthermore IT will stick with the company they know unless a competitor can prove performance an order of magnitude above the incumbent. They don't want the risk or the issue of multiple vendors (this is an enterprise view). IT managers will stick with the company they are comfortable with... the one that will be here 10 years from now to support them. Extreme could be a Nokia company next year. IT managers don't like that uncertainty. It's my estimation that from the article you posted that the Cat6000 is a formidable product. If a customer needs more they need only move to the 8500! OG