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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (8290)8/31/2000 10:23:56 AM
From: The Phoenix  Read Replies (1) of 12823
 
Frank,

Still I'm a little confused by your comments. The old world infrastructure represents the fertile ground for Cisco - if in fact Cisco can execute. To execute it means describing in clear terms what is different/better about Cisco's IP based solutions versus that of traditional circuit based infrastructures. So I dont really see any symbiosis other than the fact that the current infrastructure is Cisco's new targeted markets.

As for optics - I don't believe this is the real short term threat to Cisco that many percieve it to be. Optics is indeed a way of moving packets but it occurs at very low layers (layer 1 and going forward layer 2). The game today is about services and service delivery and THAT is where Cisco appears to be focused. Transport is not and has not been a big focus for Cisco recently and in reality longer term will be commoditized - even in the optical domain.

BTW - FWIW I was around in 87... and well before. ;)

OG
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