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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 81.16

-2.4%

3:59 PM EST

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To: Mr.Fun who wrote (27055)	7/28/1999 1:50:00 PM
From: The Phoenix	Read Replies (3) of 77400

Fun, first you say the Summa Four programmable switch is the carrier class telephony over IP solution for Cisco. Now its the VSC2700 for Catalyst 8500. What will it be next? Hey...don't blame me.. I'm just trying to follow your "bouncing ball". Anyway, I haven't "said" anything.. I'm simply posting facts from the Cisco and LU web sites in reponse to your opinions. Bottom line is that you're wrong in either case. Care to bring up another product? Everything I've posted is from public web sites...it is not opinion..which is what you have posted. Just like months ago when you claimed to A) be a Cisco employee, Never did such a thing.... B) Claimed to know Stratacom's ATM sales as an insider Never did such a thing... and certainly wouldn't have if I was an insider. I try very hard to pass along information as I receive it, as I know individual investors do not have the same access that I do. I Yes, sometimes you do and very often this information is very good. I for one appreciate it. However I don't think it's appropriate for you to post opinions which are positioned as facts. Your latest comments about LU winning Frontier and Level 3 as being signficant were opinions and in fact these wins are announcement only. LU has no product and these wins were very small. I hear from both Sprint and Telia that Cisco is way behind on a software based IP telephony controller that both of these companies think if very important. Companines make thier purchase deicsions based upon their understanding of product, technology, a companies ability to deliver and support, etc.. In a market with multiple vendors and multiple customers there will be a variety of decisions. I do believe that LU will win a fair amount of business as will NT, but so too will CSCO and to make statements otherwise is very shortsighted and well... Mizzou-ish. Bottom line is that no one has built and installed in a live network a true software only virtual switch. What you are hearing are opinions of a few contacts you have at a very narrow set of carriers and then posting them here as blanket statements creating a false and biased view of what might actually be occurring in the market. As an investor and fund manager you should at least couch your posts in terms of its factual or opinionated nature. That's all I'm saying. OG

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