Cisco Message Board - Msg: 14973077

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Technology Stocks : Cisco

CSCO 72.93

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12:07 PM EDT

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To: rr_burns who wrote (394)	12/8/2000 10:18:29 AM
From: The Phoenix	Read Replies (1) of 405

Well, you clearly know your stuff so I won't get into it with you. I do believe, based upon what I read on their web site that they are selling edge wireless. While these don't appear to be huge deployments... I think suggesting CSCO isn't generating any revenue is a bit of an exaggeration. cisco.com cisco.com cisco.com cisco.com Aironet Customer Profiles cisco.com As for Radiata... the acquisition was last month.... give it time. too many people these days expect instant gratification. Furthermore CSCO has been making a habit of buying companies early in the product life cycle rather than purchasing "baked" concerns (ARPT and Cerent being two notable exceptions). This allows CSCO to steer development and perhaps more importantly allows them to purchase companies for less than they perhaps might cost after products are complete. My message is - CSCO is selling this stuff... they are generating revenue but it's still too early to assume CSCO won't play a significant role in the edge wireless market. OG

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