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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

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Dec 24 12:59 PM EST

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To: The Phoenix who wrote (30832)	12/30/1999 2:38:00 PM
From: telecomguy	Read Replies (1) of 77400

Gary, ask Psinet (CEO Schrader said many times in the past few years that IP Telphony players like Psinet will "eat" the traditional Carriers for "lunch"). Ask Psinet how much revenue they are generating from IP Telephony as a % of their total revenue --- and don't forget we are not even talking about residential market since Psinet concentrates on commercial/corporate market. There anwer would be something like "not as much as we had hoped or expected" whereas the reality is that it is pretty close zero.

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