[123481] in North American Network Operators' Group
Re: CRS-3
daemon@ATHENA.MIT.EDU (Brian Feeny)
Tue Mar 9 16:25:14 2010
From: Brian Feeny <bfeeny@mac.com>
In-reply-to: <001701cabfc8$d913fa50$8b3beef0$@com>
Date: Tue, 09 Mar 2010 16:24:47 -0500
To: Express Web Systems <mailinglists@expresswebsystems.com>
Cc: 'NANOG list' <nanog@nanog.org>
Errors-To: nanog-bounces+nanog.discuss=bloom-picayune.mit.edu@nanog.org
Yes, and their stock price dipped today after the news release actually hit.
So remember people, buy on rumor, sell on news.
Brian
On Mar 9, 2010, at 3:41 PM, Express Web Systems wrote:
>> Wow what?
>>
>> Is there anything in the CRS-3 that competitors are not shipping _today_?
>>
>> If you look at some startups, they are doing 4-5 times as many Gbps per
> slot,
>> and pre-release equipment is in use in some networks already.
>>
>> The only "wow" here is "wow, why did cisco hype how far behind they are?"
>>
>
> It's called doing the "wall street dance". Their stock price jumped 3%
> yesterday in anticipation of the "big" announcement. Hype is hype, and
> people still remember the magic of the dotcom bubble. "ZOMG! They increased
> the size of the tubez! BUY! BUY!"
>
> [full disclosure: I own stock in Cisco]
>
> Tom Walsh
> Express Web Systems, Inc.
>
>
