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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: chitchat who wrote (15815)	8/6/1998 8:49:00 AM
From: mrclinton	Read Replies (1) of 77400

<< Imagine an earthquake like 1989 quake in SFO and you get 160 million phone calls into the city for the entire day with each one holding onto the phone for 15 minutes. Can CISCO solve this problem (provide a switch/router/convergence BS) in 1 year from now at the same time sending data traffic across.?.>> Sorry people on seeing this just had to fly the ASND flag again. In terms of call setup capacities the traditional switches are already beat. DMS100 or a 5ESS (NT and LU) can only do 1 million call setups per hour in busy hour. GX550 from ASND by comparison does 8 million, I don't think there's a capacity problem here, just a few nay-sayers trying to ruin the party. Ericsson, Nokia, Alcatel, NEC, NT, LU, these guys are all filling their pants over the prospect of their core business evaporating over the next few years. They have seen the writing on the wall, this is customer requirement, not hype as Forrester tries to suggest, thats why they are either buy data companies or getting into cosy alliances with them. CSCO will match or beat the old school in the same way. Bill

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