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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (68187)	9/25/1999 1:30:00 PM
From: Jeff Leader	Read Replies (2) of 132070

Mike - I am surprised to see you siding with an analyst. <g> IMO neither the analyst nor the author really did their homework (surprised?). Cisco has business units whose products (DSL DSLAMS, which go in telco COs, cable headend equipment, carrier-class ATM switchs and gigabit IP routers) are really only used in ISP/telco/cableCo facilities. The $1B figure is probably (guessing) just a summation of these BUs revs, rather than an elaborate summation of revs across the company by customer type. It appears that LU investors are trying to delude themselves into thinking that the world is not changing. That'll be a painful mistake at some point. Data traffic now exceeds voice traffic, and is pulling away. As a result new SP networks are being built with packet equipment rather TDM. This is one of the most important and least understood trends in tech today, IMO. This plays right into Cisco's strength. It also imperils the rich profits made by Lucent, Nortel, Tellabs, etc on TDM equipment. -Jeff

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