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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

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Nov 28 9:30 AM EST

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To: simonds who wrote (14541)	6/16/1998 11:48:00 AM
From: The Phoenix	Read Replies (2) of 77400

Ascend has working product well into field trial, while cisco is blowing vaporware with these 2 ATM announcements. Well, I'm not sure I'd consider it vaporware. They did demonstrate the product at Supercom. And, it's my understanding that they're in the labs at Sprint as well as a few other customers. True ASND has product out there...but remember, StrataCom had ATM product before Cascade...it's just a game of leapfrog myfriend. The real question is committment. Will Cisco continue to "play with Asnd" like a cat playing with a mouse...or will the cat let the mouse go. If Cisco let's ASND go could ASND grow up and come back as a kangaroo? Will ASND relent and partner with the dog (Lucent, Alacatel, Erricsson?)? As for your assesment of the GSR as an ISP product and ATM switches as carrier bb product I guess in general terms I'd agree. In the past there was a perception that in order to support high speed, multiservice, real time environments that ATM was neccessary...this with an emphasis on real time. If carriers (data/telephony) want to migrate to one bb architecture then the clear answer today is ATM since it could guarantee QoS and with it voice quality. ISP's are only moving data today - so in these environments IP is preferred. As ISP's move to add voice they too may build ATM cores....in order to begin competing with the traditional telephony carriers. On the other hand is multiservice on IP coming of age??? If IP can deliver equivalent telephony quality with Qos guarantees in a real time fashion does ATM go away? From a management/complexity perspective most IT Managers (and definitely ISP's who are already IP centric) would prefer an end to end IP network. I've got my opinions on these things however I wouldn't bet on any perspective right now. Hey, what about cable? ... The DOCSIS/MCNS standard is IP based. But, then, that's another conversation. Gary

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