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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.41+0.2%9:35 AM EST

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To: Scott Yow who wrote (15484)7/31/1998 3:19:00 AM
From: Bindusagar Reddy  Read Replies (2) of 77400
 
Scott, Do you consider WCOM(MCI), QWST(LCI), NTT, GTE, DT, as TIER one companies?. If so they are all building their core switching based on ASND end-end solution including Network management. (Even ATT is deploying ASND ATM solutions).
Other future stars, you may call 2nd tiers include FRONTIER(Today)and,WILLIAMS doing award winning ATM connecting directly to DWDM equipment (eliminating SONET saving cost for the new public network). PSINET, DBN, several CLECs which may be future star companies are all deploying the ASND end-end CARRIER SOLUTIONS.

So far only big announcement made by CSCO was SPRINT in the carrier space that to bunch of news conferences about something they don't have a clue about, recently SING tel, a second tier company.

If you open your eyes and mind you don't need to ask nay more questions, just accept that ASND is becoming a major player in CARRIER
market. Remember EYES DO NOT SEE WHAT MIND DOES NOT KNOW. Rest will be history.

CSCO should do well in the ENTERPRISE since they are deeply entrenched in it and are whipping 3COM,CS, BAY and several other players. CSCO is growing at the expense of these companies in ENTERPRISE MARKET.

I am afraid they are 6-10 months behind in the CARRIER MARKETS, they might catch up, you never know. 6 months is eternity in technology.

Good luck SCOTT,
Welcome comments, only if there is substance. NO NONSENSE.
BR
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