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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.29-0.1%10:36 AM EST
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To: The Phoenix who wrote (30210)12/14/1999 10:40:00 AM
From: telecomguy   of 77400
 
CUSTOMERS.

SCALE & CONSOLIDATION IS THE NATURAL STATE OF EQUILIBRIUM IN THE NETWORK BUSINESS FOR LOT OF OBVIOUS REASONS.

THIS IS A CRUDE ANALOGY I ADMIT GARY BUT THINK ABOUT ANSWERING MACHINES (ON-PREMISE PRIVATE ROUTER) AND WHAT HAPPEND TO THAT PRODUCT AS CONSUMERS REALIZED THE CONVENIENCE OF PAYING FOR VOICE MESSAGING SERVICE FROM THE NETWORK CORE.

I BELIEVE THIS IS PART OF NORTEL'S STRATEGY (SEE YESTERDAY'S ANNOUNCEMENT) --- TO COMMODOTIZE AND BRING EDGE/ON-OPREMISE ROUTER APPLICATION RIGHT INTO THE NETWORK ITSELF. OBVIOUSLY THE BIG ENTERPRISES WILL STILL NEED THEIR CUSTOM ROUTER BOXES TO CONTROL THEIR APPLICATIONS (WHERE CISCO RULES -- FOR NOW) BUT THE 95% OF THE MARKET (SMALL/MEDIUM COMPANIES) WHO HAVE YET TO MOVE TOWARDS BROADBAND/IP ACCESS APPLICATIONS WILL BE A PRIME TARGET FOR NETWORK BASED ROUTING/APPLICATIONS.

AS MCNEELY SAID "THE NETWORK IS THE COMPUTER".

NOW YOU CAN RESTATE THAT TO SAY "THE NETWORK IS THE ROUTER!"
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