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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (11488)	5/12/1999 1:58:00 PM
From: Thomas Scharf	Respond to of 18016

>>They must have a reason.!<< Of course, Cisco is so large that it can explore multiple, parallel technologies. This is just a method of risk management, assuming you can develop all the technologies successfully...in this case Cisco failed to produce a successful product for the winning technology. For the carrier backbone, ATM seems to be the winner which vindicates TM's all-or-nothing bet on ATM. It could easily have gone the other way. IP over Sonet may still be a viable technology for certain niche's (campus systems?). I don't know enough about it to say. Don't get me wrong. I'm NOT a Cisco basher. A small investment in Cisco 7 years ago has made me quite comfortable today, thank you very much...