Bill,
Simply because the guys at Forester don't understand the technical jargon doesn't make the Sprint announcement and promise of technological evolution a pipe dream. Perhaps Forester should hire some technology experts who understand the future. The fact is, Sprint is announcing a network environement which all the vendors and Service Providers are driving towards. Single line access from a business or residence to a single integrated network capable of delivering all services be it Internet, video on demand, voice, telemetry, etc.. This concept is not new. What is new is that a Service Provider had the vision to work with a vendor that has the ability to make it happen - ene to end. No other vendor can do it...Cisco can.
Now, granted dates may be aggressive, and there could be an element of washing what is expected to be bad earnings report. But by now means is this announcement a pipe dream. It should be interesting to see how other vendors and SP's react. This, in my mind, is the begining of the arms race. Cisco, ASND, LU, NT, NN should all benefit going forward and stock valuations will increase given status quo market events.
Gary |
