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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 9:30 AM EST

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To: The Phoenix who wrote (35918)	5/22/2000 8:47:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 77399

Gary Just trying to call 'em like I see 'em. I don't disagree that ALA is still the market leader but their lead is a result of incumbency. They have shown an inability (as a percentage) to land new accounts except when discounting heavily. your statement clearly indicates that you are from CSCO PR department. two years ago xDSL was in infancy.now is hitting on all cylinders. it is natural that leader with 80% market shares will loose shares. the bottom is that ALA is installing more lines then any others incumbency?, my friend not only incumbency. big guys need real gear, not best effort from CSCO like money loosing ISP financed by CSCO. Big guys pay ALA in cash. Again can CSCO deliver TV and Video commercially now? NO. Can ALA/NN do it - yes they can and they are doing this now!. Why?, b/c they have superior xDSL platform BTW, look at NN 3DSL, talk to customer who attended Geneva 1999 show. Nobody come even close.

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