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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.07-1.1%Dec 1 3:59 PM EST
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To: Elroy who wrote (67053)2/13/2005 8:31:40 AM
From: RetiredNow  Read Replies (1) of 77400
 
I think you might be a little off. VOIP sales are incremental to anything Cisco has today. Cisco didn't get any of the money from circuit switched networks. So even if the $300B a year circuit switch market turns into a $200B a year IP market and Cisco gets 10% of that, it's still $20B incremental in sales for Cisco.

In addition, ALL of the major telecom companies have announce they are moving to all IP networks. It's not if, but when. Most are doing it over the next 3-5 years, according to their own announcements. They have all found that it's cheaper to maintain, because they don't need 3 different networks for video, voice, and data. They just need 1 IP network. From a consumer's perspective, it is HUGELY cheaper. I used to spend $30 per month on my local landline. In addition, I used to spend about $30-50 per month on long distance. That's $60-80 per month. Then I switched to Vonage, which charges me $25 per month for unlimited local and long distance. The quality is perfect and the service has been flawless. Add to that all the cool features that come with Vonage and I don't know why I didn't switch a long time ago.

This is all a no brainer both from a telecom company's and a consumer's perspective. All of it benefits Cisco.
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