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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.95-1.0%3:59 PM EST

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To: Bindusagar Reddy who wrote (26426)6/20/1999 12:46:00 PM
From: The Phoenix  Read Replies (1) of 77400
 
BR,

Cisco's chickens come in just fine as is evidenced by their revenue and earnings stream. I understand your frustration-being a bear on CSCO and a Mizzou follower, but there is no need to post misinformation.

QWST has two backbones.. and IP (CSCO GSR backbone) and an ATM/FR backbone (ASND). The ATM/FR backbone is a stopgap measure. QWST will go IP over SONET 100% going forward.

GTE. Hee hee. There's a joke of a company. GTE is a mess. What has ASND delivered. CSCO got bumped because they wanted to be more aggressive than GTE did. How much revenue has ASND generated from the ATM backbone at GTE? I can tell you it's less that $10M.

Go to the CSCO web site BR. Check the list of SP customers. Cisco is doing very well in the SP space and is growing market share. You can piss in this corner all day long but the facts are the facts...CISCO is penetrating the SP's, Cisco is penetrating old world telephony markets, and NO ONE is challenging CSCO in enterprise. I call that a recipe for success. Hoping that CSCO has more failures is like hoping you don't get in an accident. You have no control over it, but the chances that CSCO will fail aren't high IMO. CSCO only has learned from these past problems - they will only get better as the technology improves.

OG
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