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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.08+0.1%Nov 7 9:30 AM EST

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To: Zoltan! who wrote (28075)9/2/1999 7:26:00 AM
From: Techplayer  Read Replies (2) of 77397
 
Zoltan, A quick question. This article does allude to CSCO's view of service. Does IBM actually service these larger customers? They sold there telecomm support/service group to AT&T. This is where INS would have helped more immediately. (you don't need to repost the ANALysts comments or articles as I have read them...you already know what I think of them anyway <G>). This is just a question to perhaps uncover what IBM still supports within the ISP's and above.

"Cisco also sees services as a key tool for pursuing phone companies. Dataquest analyst Tim Smith notes that Cerent's and Monterey's intended customers include insurgent local-phone companies, Internet service providers and long distance legends like AT&T (T) that are getting into phone-over-cable technologies. All these companies need to build their own networks and expand their own revenue, meaning they defer new gear purchases but then make "massive investment," says Smith. Having a team of credible consultants and hand-holders extolling the virtues of Cisco could help prod these potential customers along.

That's also what drove the alliance between Cisco and IBM (IBM) that the companies announced Tuesday"

Brian
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