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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

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Jan 16 9:30 AM EST

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To: Jacob S. Rosenberg who wrote ()	10/19/1999 1:07:00 AM
From: elmatador	Read Replies (1) of 77400

Cahners In-Stat Group, Information Alert, Volume #41, 1999 That's the next next generation architecture I write about here. Look carefully and you see what I called 'short-circuitng' data users and content. Should I charge royalties from Dan Listwin? (I'm almost tapping myself on my own the back once again.) 41.3 Cisco's Content Networking Architecture: Banking on the Internet Economy The attention web hosting receives as a networking technology pales in comparison to voice over "X" (pick your flavor: IP, ATM, Frame Relay...) yet it is the crux of the future Internet economy. And if anyone can make it sizzle, Cisco can. They've even coined another catchy phrase-"content networking"-to describe their latest e-commerce product strategy aimed at service providers offering web hosting and application hosting services to enterprises. Analyst Perspective * Cahners In-Stat Group believes that Cisco's Content Networking Architecture represents a sound strategy targeting the hosting service provider space. It is an impressive effort to pull customers and their pocket books closer to Cisco, but it's also a sound, technical approach to service provider requirements. Eric Madison (USi) told me, "The more components there are in the network, the more vulnerable it becomes. By putting more application-specific intelligence higher up into the network, Cisco-based networks will require fewer components and will operate more efficiently and reliably as a result."

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