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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.14-1.8%1:22 PM EST

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To: elmatador who wrote (47866)2/4/2001 2:25:22 PM
From: The Phoenix  Read Replies (3) of 77400
 
elmat..

No need to patronize....Thanks for the URL - I'll take a look.

FWIW I know what marketecture is - it's a term that been around for years and describes marketing for products or architectures that are not available and may never be built.

As for UMTS.. I'm familiar with this is as well... my point was the impact to Cisco given limited - if any exposure to mobile wireless.

My point stands. I've seem some recent arm waving on this thread regarding Siemens and Unisphere. Know one has been able to articulate or quantify the impact to Cisco. Now we have "marketecture", "IPO", and "UMTS"... all of which are wonderful terms but don't describe why investors here should be concerned.

In the meantime I'll more dd.

EDIT: and edge switch/router that doesn't even support OC48??? Okay..... I'm not impressed so far. What will Siemens do with this poor excuse for a product line? Will they supplement their offering with Cisco products? Will Cisco let them?

OG
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