I'm not sure a lead at this point in the game for cable and xDSL means very
much since both of these delivery mechanisms are still in the embryonic stage.
gary, I think the world is about to change dramatically...soon.
Cable:
cisco.com
cisco.com
cisco.com
cisco.com
As for DSL, other than Covad (IDSL), RelTEC, and USWest I don't see any other deployed solutions. However, Cisco's DSL product line appers ready for prime time. I suspect they will announce some wins soon.
What's interesting to note is that Cisco has the entire solution - from Premise device, through to the network, including provisioning, SCP, UCP, and Directory. They have built quite a complete package which will be difficult to match in either of these environments. Furthermore I suspect that these environments will pick up siginficant steam through 99.
As for Judy's comments, remember, Cisco still does about $1B a year in ATM equipment sales. For her to say that ATM is going away would be a huge mistake. She has to sit on the fence and to be honest Cisco does this pretty well. SO, I wouldn't take her public comments to be an indicator of what Cisco as an organization is working to make happen. (Not too well said, but I hope you understand my pigeon english.)
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