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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.27

-0.2%

11:36 AM EST

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To: The Phoenix who wrote (30824)	12/30/1999 1:15:00 PM
From: telecomguy	Read Replies (1) of 77400

No Gary, the point is that it will take LOT LONGER than what lot of IP enthusiasts hype/believe to migrate voice traffic off the traditional circuit-switched network to all IP based network..........LOT LONGER. If the IP-related company stock values are partially or substantially based on this mass migration happening in the next 2 to 3 years, the reality will prove to be otherwise -- and as result the companies whose share value is supported on this premise will be hurt substantially as the expectations are not realized. NT's valuation is far less based on IP technology taking over circuit-switched network than CSCO shares. So CSCO share price is exposed more if the IP Telephony does not materialize. Pretty simple argument I would say!

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