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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST

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To: mrknowitall who wrote (17831)10/6/1998 3:25:00 PM
From: Doug  Read Replies (1) of 77400
 
Mr K: Thanks for your interesting valuations. I would have agreed with you except that I believe the Carriers might upset those figures by encouraging VPN's with VOIP/ATM/Frame capability.

Technically, if the RBOC's had been smart they would have had world wide multimedia VPN capability based on Fibre/ATM as the backbone . They could then franchise NSP's to provide Enterprise and Last mile fully integrated services using standard Edge switches.

Do you see any possibility of this happening and if so, how does the future of VPN's fit into the earlier scenario.

Thanks.
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