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Technology Stocks : Cisco

CSCO 73.11

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Oct 31 3:59 PM EST

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To: Alidotr who wrote (350)	11/28/2000 12:19:03 AM
From: Frederick	Read Replies (1) of 405

VoIP is such a broad category that we're comparing apples to oranges here. I apologize for not being more specific and for not defining my terms. When I talk about service provider VoIP, I was referring to a new class of equipment specifically designed to replace the public switched telephony infrastructure, including class 4 and class 5 central office switches and related telephony signaling systems. This new class of equipment must also be able to provide dozens of telephony services for both business and residential customers. These packet-telephony solutions are often described as conforming to the 'Softswitch architecture,' and can consist of both hardware switches and software systems. In that context, I said that Sonus is probably the leader today based on announced customer wins. However, this market, potentially worth hundreds of billions, is in its infancy, with about a half-dozen serious competitors of which Cisco is one, thanks to some smart acquistions. As for the enterprise VoIP market, I don't follow it, as it does not seem to have gone anywhere over the past couple of years.

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