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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

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To: The Phoenix who wrote (13792)	5/2/1998 2:38:00 AM
From: Thomas M.	Read Replies (2) of 77400

AT&T's intentions for 1998 are to build an ATM network with dimensions of a magnitude that will stun the telecom community as AT&T's begins to realize its plan to migrate all of its services to an ATM core. We believe T is currently in the midst of designing this network, but is waiting for Lucent's 80 channel WDM product before they begin to deploy significant amounts of hardware. We believe the ATM network will include Lucent Globeviews in the deep core, surrounded by a core of Ascend 550s, surrounded by Ascend 500s and 9000s at the edge. We also believe the current Cisco BPXs and Newbridge 36170s in the network will be pushed to the edge in order to support some of AT&T's frame relay services. Either ASND won this contract by beating Stratacom, or Stratacom is not even in the game. Whichever way you want to label it is fine with me. -g- Tom

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