SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: elmatador who wrote (11220)5/9/2001 8:26:07 AM
From: Peter Ecclesine  Read Replies (1) of 12823
 
Hi Elmat,

>>My scenario for the next years: CSCO will sell telecom gear via big vendors (LU, SI, ALA, NEC or NT).
Then they will sell LAN gear to the enterprise directly.
The invasion of each others turf -CSCO going to telecoms and big telecom vendors going to data networks- will be gone in a year. Those big telecom vendors will stop such purchases done to match CSCO bluff: ERICY/Juniper. LU/Ascend, NT/Baynetworks and ALA/Newbridge. <<

From CSCO's Mike Volpi in yesterday's CC:"Have 90% share of European 2.5G and 3G Mobile network backbones" - [via Siemens, Nokia and Ericsson. Cisco sticks to the IP core, and the big vendors provide the RAN.]

>>CSCO, in its turn, will stop trying to be everything to everybody. Call it the end of convergence. <<

Profit contribution drives decisions, including Sr. VP compensation.

petere
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News