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   Technology StocksCisco Systems, Inc. (CSCO)


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To: DiB who wrote (23959)3/26/1999 1:35:00 PM
From: Peppe
   of 77400
 
Here's a running total of how CSCO's competitors are doing:

ottawacitizen.com

Cheers,

Peppe

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To: Peppe who wrote (23960)3/26/1999 1:48:00 PM
From: Kenneth E. Phillipps
   of 77400
 
Peppe - I read the article. Important to note the figures are just for data networking and do not include telecom equipment. With that important distinction in mind, it appears that Cisco market share of data networking equipment increased slightly and Nortel/Bay share of data networking equipment decreased slightly.

kep

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To: Eric who wrote (23949)3/26/1999 1:54:00 PM
From: DownSouth
   of 77400
 
Thanks for the cite, Eric. That was a refreshingly concise article.

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To: Peppe who wrote (23960)3/26/1999 2:32:00 PM
From: zbyslaw owczarczyk
   of 77400
 
Peepe, what are you(they) compering: LAN, WAN,ATM ???
Cpmparing entire business of CSCO with comany which play only is specific segment does not make any sence.

Vertical Systems Group Research
Confirms Newbridge Networks Leads
Global ATM Market

22.3 Percent Market Share Sales to Fast Growing Carrier and ISP Segment

KANATA, Ontario, November 23, 1998 -- Newbridge Networks (NYSE: NN; TSE:
NNC), the global leader in reliable, carrier class scalable, broadband network solutions,
today announced that Vertical Systems Group (http://www.verticalsystems.com), a leading
industry research firm, has confirmed the Company as the leading vendor of asynchronous
transfer mode (ATM) equipment to Carriers and Internet Service Providers (ISPs)
combined.

Vertical Systems projects that Newbridge will maintain its leading position in the worldwide
ATM carrier switch market with a share of 25.1 percent in 1998. When combined with sales
to ISPs, Newbridge again leads the industry with 22.3 percent market share. Sales of ATM
equipment to carriers from 1997 to 2001 is expected to grow at a compound annual growth
rate (CAGR) of 37 percent, while sales of ATM equipment to ISPs will grow at a CAGR of
54 percent in the same time period, according to Vertical Systems.

"The Siemens / Newbridge MainStreetXpress 36170 Multiservices Switch is the industry's
only true multiservices, multi-access platform and sets the standard by which other solutions
are compared," said Brian Jervis, Executive Vice-President, Switching Products Group,
Newbridge Networks. "With the largest installed base of any multiservice, multi-access
switch on the market, the MainStreetXpress 36170 switch scales from 800 Mbit/s to more
than 50 Gbit/s in a fully redundant, fully protected mode on the same platform."

Vertical Systems Group projects ATM equipment revenue will surpass frame relay
equipment revenue in 1998. The ATM equipment market is forecast to grow at a CAGR of
33 percent worldwide, from $2.1 billion in 1997 to $6.7 billion in 2001. Sales of ATM
equipment in the U.S. is projected to grow from $1.1 billion in 1997 to almost $3 billion in
2001. ATM equipment revenue is projected to grow even more rapidly in markets
throughout the world outside the U.S. The European market for ATM equipment is
projected to grow at a CAGR of 41 percent from $439 million in 1997 to $1.7 billion in
2001.

Vertical Systems is the third major industry research firm this year to confirm Newbridge's
number one position worldwide for ATM equipment. International Data Corporation and
Dataquest also recently confirmed Newbridge as the industry-leading provider of ATM
solutions. Installed in more than 280 service provider network worldwide, the
MainStreetXpress 36170 multiservices Switch is the industry's leading multiservices,
multi-access ATM platform.

Newbridge Networks designs, manufactures, markets and services networking solutions to
organizations in more than 100 countries. The Company leverages its relationship with a
growing family of Newbridge Affiliate companies and strategic alliances with Siemens and
3Com Corporation to deliver seamless, end-to-end solutions. Newbridge customers include
the world's 300 largest telecommunications service providers and more than 10,000
corporations, government organizations and other institutions. Founded in 1986, the
Company employs more than 6,000 people on five continents. News and information are
available at www.newbridge.com.

Newbridge, logo are registered trademarks of Newbridge Networks Corporation.

MainStreetXpress is a trademark used by the Siemens / Newbridge alliance for
comprehensive solutions in broadband communication. No agency relationship, partnership,
or joint ownership of a legal entity is to be inferred or implied by the term alliance.

For more information, contact Corporate Communications.

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To: Frank Sheridan who wrote (23942)3/26/1999 2:52:00 PM
From: Frank Sheridan
   of 77400
 
Can anybody point me to any good articles about how well CSCO has been doing in the voice over IP market? Any info on vendors buying CSCO equipment to put voice over IP would also be appreciated.

I'm mainly trying to get a feel for how well the telecom market is responding to the voice over IP strategy in general, and CSCO products in particular.

Regards.

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To: DiB who wrote (23959)3/26/1999 4:02:00 PM
From: Bill
   of 77400
 
You were right!

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To: Eric who wrote (23949)3/27/1999 3:36:00 AM
From: Rusty Johnson
   of 77400
 
Cisco Looks To Enhance Web Productivity

Filed at 8:11 p.m. EST

By Amy Rogers for Computer Reseller News, CMPnet

Got a browser? Cisco Systems says it can make you a more productive worker.

Cisco next week will announce a framework, called Workforce Optimization solution, aimed at giving customers the tools to help clients increase employee productivity through deployment of Web-based applications.

Steve Bernstein product manager for the new solution, said Cisco has signed on Ernst & Young and KPMG to aid Cisco's customers in implementing systems.

"We're not out to create a catalog of partners, but to focus on [companies] that have the skills, and to bring them through our knowledge-transfer program," Bernstein said.

Cisco will unveil Workforce Optimization solution on Tuesday by discussing details of partnerships with vendors with various application specialties and unveiling best practices culled from Cisco's own experience and that of its customers and partners.

"We are the case study," said Steve Bernstein, product manager for the solution, adding that Cisco has measured some $54 million in savings by implementing applications that simplify employee purchasing, let human-resources staff negotiate better deals with benefits providers, and automate mundane back-office functions such as data entry.

Bernstein said the multi-million dollar savings came from reduced expenses, cost savings and enhanced employee productivity.

Cisco is teaming with Ariba Technologies, whose flagship product focuses on online procurement; Extensity, and its Web-based expense-reporting software; Oblix and its LDAP-based corporate directory; and PeopleSoft for its human-resources applications.

Cisco's own IP/TV application, streaming software acquired in its purchase of Precept Software, also figures in the new solution. Cisco announced a comparable solution for e-commerce earlier this year.

(c) 1999 CMP Media Inc.

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To: The Phoenix who wrote (23905)3/27/1999 12:43:00 PM
From: jach
   of 77400
 
Execution is the key, one can always take a snapshot at some point to their advantage, no big deal. How about the one below, ho ho ho!
Made a ton of money more than csco when bought at the same point a month ago, how about that Doood ? hee hee ho ho ha ha ..... heh heh.

techstocks.com

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To: jach who wrote (23967)3/27/1999 1:07:00 PM
From: Eric
   of 77400
 
Looks like you didn't do very well!

Hope your choices get better in the future.

techstocks.com

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To: Eric who wrote (23968)3/27/1999 1:23:00 PM
From: jach
   of 77400
 
Message 8561107

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