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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

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To: SAM who wrote (12941)	3/16/1998 12:28:00 PM
From: Morten	Read Replies (2) of 77400

Hey, I am new to this thread. For the moment I am interested in some background information concerning the strategic position of CSCO. All the xDSL forecasts seem pretty high and I have some questions about the underlying assumptions: I am not a techie, so I do not understand completely the infrastructure of the internet backbone. As far as I understand the advantage of Voice over IP or xDSL, it is the low cost of the use of the internet. Who is running the backbone and how is it financed? Are all the forecasts for ADSL based on the assumption that tarification will not change? Is there a possibility that internet usage will become more expencive? Another point of interest is the horizontal integration regarding alliances between networking and telecom equipment manufacturers and a strategic relationship with major Telecom Operators. I read about the Siemens/Italtel realationship with 3Com, and found it interesting, that Siemens has a joint venture with STET Italia over Siemens Mobile Telecoms (60%/40%). Also is Italtel owned with 50% by STET. My questions are: Is there a similar position for Cisco/Alcatel with an operator(s)? How about integration of other vendors end equipment in existing networks? Is the Software used to manage an existing network an entrance barrier for new equipment suppliers? Will Cisco be able to maintain its dominance through the IOS software? In Germany for example a law has been existing forcing Deutsche Telekom to buy equipment from national suppliers, i.e. Siemens and three other german companies. As now markets are deregulated, is it possible to integrate routers, switches into the existing network? I hope, somebody ou there is not only able but also willing to answer maybe only one or two of my questions. Bye to all, Morten

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