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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

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Jan 23 9:30 AM EST

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To: Sawtooth who wrote (15934)	8/11/1998 10:50:00 AM
From: Mike Mitchell	Read Replies (2) of 77400

Why would it be easier to migrate from voice to data than the other way around? I'm not a super-tech, but it seems that the migration is really one of circuit-based networking to packet-based, regardless of the traffic. The convergence is happening BECAUSE packet-based networking has advanced to the point it has. It may be easier to ensure quality-of-service on circuit based networks, but those methodologies don't carry over into the packet-based world. IF this is true, it seems the data guys have the lead. All LU/NT are bringing to the game is an installed customer base, a considerable checkbook, and a realization that they need to do this to survive. Not to say that this won't be enough. Comments/Corrections? Mike

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