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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

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To: emichael who wrote (11707)	1/23/1998 10:02:00 AM
From: John Stichnoth	Read Replies (1) of 77400

Informative group of announcements you have gathered. It's clear the xDSL (Particularly ADSL) market is gaining momentum. (I'm in it through Pairgain, which cross-licences with Aware). You submitted this post in response to the SBC-downgrade post. Are you implying that xDSL presents a threat to CSCO and other router/switch marketers? I thought the two technologies were complementary, as the telcos will have both bandwidth-enhancing products in their shops, and thus will need better switches/routers to direct traffic? Am I confused? (Well, yes I am confused about a lot of things--but is my understanding of these two product groups accurate?) In any case, the effect of the xDSL products will be delayed until the end of 1998, I understand. The roll-out on these products just seems to be taking forever. js

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