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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: The Phoenix who wrote (29954)	12/3/1999 11:24:00 AM
From: Kenneth E. Phillipps	Read Replies (2) of 77400

If the IXC's, CLEC's, ILEC's, and established large ISP's begin a more revolutionary pace of deployment which vendor will benefit the most? Gary - I honestly don't know. There is insufficient evidence to form an opinion. I do know that NT is very aggressively pursuing the IXC's, CLEC's, and ISP's with new services, new products and financing. However, I am unable to know what profit this new market will yield. Cisco has an established profit stream in the enterprise sector. NT has an established profit stream in optical networking. I expect both companies to use their profits to aggressively puruse the new business.

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