Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sawtooth who wrote (15934)	8/11/1998 4:16:00 PM
From: mrclinton	Read Replies (3) of 77400

My opinion on the migration debate is this. The argument about who's gonna find it easier to do, ie. IP vendor/Voice switch vendor, is largely academic. The perception of the customer in this matter as to who has the detailed knowledge/experience of the present intelligent voice network (this also includes installed base) is nine tenths of the deal here. Cisco will have to get to grips with offering fault tolerant SS7 platforms to carriers in order to achieve their aim of beating the NTs LUs, Ericssons, Siemens etc of this world. I'm not suggesting this is impossible for them to do so, but being politically well connected with carrier's current voice network people is very important. The Lightspeed acquisition did not get them that. Carriers if anything, are paranoid about the stability of the circuit switched networks and insist on long burn times for switch-software. If Cisco can win a big contract with someone like AT&T that would give them huge credibility. If someone else managed it, they could quickly become a dominant player in this convergence contest. Nothing too controversial here I hope.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next