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: Howard Feinstein who wrote (23618)	3/13/1999 8:36:00 PM
From: jach	Read Replies (3) \| Respond to of 77398

Based on this chart, earnings increased about 30% yr over yr, but stock has gone up more than 100% yr over yr already. That's why Barrons had pointed out the very high valuation levels. Based on 30% earnings growth, the adjusted price should be around 65-70$. All imo. quote.yahoo.com

To: Howard Feinstein who wrote (23618)	3/13/1999 9:30:00 PM
From: jach	Respond to of 77398

Start-Up: Optical IP Routers Are The Future (03/09/99, 1:14 p.m. ET) By John Dunn, Network Week IP routers based on optical technology and MPLS are about to sweep away the current generation of multiprotocol routers, according to U.S. routing start-up Juniper Networks. This was the opinion of the company's CEO and founder, Scott Kriens, when he announced the European availability of Juniper's debut product, the 40-gigabit-per-second M40 backbone router, last week. He said the router was already being used by MCI-WorldCom and being assessed by a number of other major carriers, including British Telecommunications. Kriens said the product would initially be aimed at meeting the bandwidth demands of ISPs, but he also speculated the underlying optical and MPLS technology could become a building block of corporate WANs within three years. "Internet routing is utterly different from the multiprotocol routing of the past. The market for IP infrastructure requires products that are built from the ground up for the Internet," he said. Despite its technology being unproven, Juniper has attracted a lot of attention in the United States after stealing a lead over Cisco with its JUNOS routing OS, core optical technology, and innovative ASIC designs. In terms of raw packet-forwarding, the M40 is still the performance leader in its class, many months after its U.S. launch. Kriens was predictably critical of Cisco, despite identifying the company as Juniper's chief rival, saying it had been slow to adopt new routing architectures. He said San Jose, Calif.-based Cisco was too preoccupied with protecting its investment in IOS and "legacy" routing architectures. The M40 incorporates the Internet Engineering Task Force's MPLS, one of the first shipping products to do so, has interfaces for ATM, SDH/SONET, and Gigabit Ethernet networks, and also supports direct connection to DWDM hardware. It has a starting price of 34,000 pounds ($55,014) plus 15,000 pounds ($24,270) per module.

To: Howard Feinstein who wrote (23618)	3/13/1999 10:35:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 77398

This is cool! Here's what I see, courtesy of Browsemaster.Com: To: jach (23616 ) From: Howard Feinstein ( Ignore ) Saturday, Mar 13 1999 6:16PM ET Reply # of 23622 Jach,should we all sell are CSCO?.....Best stock I've ever owned, and probably will be for years to come PERIOD,FINISHED, GAME OVER! Appreciate your view points, but your going after the wrong company! Try the AMD thread, that's a little more reasonable! Howie \| Previous \| Next \| Respond \| View 2 replies to this message Ignored reply #23620 from jach Ignored reply #23621 from jach Ignored reply #23622 from jach