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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 9:30 AM EST

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To: zbyslaw owczarczyk who wrote (26632)	6/25/1999 3:31:00 PM
From: The Phoenix	Read Replies (1) of 77400

Seems to me UUNET just committed to IP core...booting out FORE ATM. I've never seen CSCO "buy" a network..in fact quite to the contrary...how do you think CSCO has maintained it's margins while other networking vendors margins have softened? You don't get there by buying business. Stop making statements you can't back up with facts. Anyway, this is a futile effort. You and I are both very set in our opinions here. I can tell you that times are changing. companies like LU know this and are adapting. To dig your heels in on ATM is shortsighted. I can tell you from personal experience that every carrier ...and I mean EVERY carrier is either deploying or getting ready to deploy IP CORE's at some level. If you choose to believe otherwise that's your business. ATM will coexist as will circuit switching but the spending in circuit switching will be flat to declining. In ATM it will continue to grow at 20%-25% until about 2003 and then begin to decline as well. IP Core on the other hand will be the huge growth sector going forward. Nuf said. OG

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