SI
SI
discoversearch

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 75.19-0.1%Jan 16 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Phoenix who wrote (18559)10/29/1998 3:04:00 PM
From: Tulvio Durand  Read Replies (1) of 77400
 
Gary, I'm better informed on IP telephony, thanks to you and others on this thread. Sorry I overlooked important details in your previous posts -- as in mid-stream use of switched networks and in CSCO's and others' voice-packet ID capabilities. Thanks again.

...then real time traffic will be migrated in even a more major way to IP backbones. This will be the end of circuit switching ...

If this be the case, what will become of the Bells, T and LU? I worry in particular about LU getting into CSCO's turf. Also, switched networks represent a tremendous investment, and I can't quite phantom their owners turning their backs and walking away from this huge investment. Don't you think LU will find a way to salvage switched networks (and the large infrastructure that does metering, billing, information 411, 800, etc., etc.) into some form of integrated switched/IP network, or is this entirely illogical as a long term solution?

I take it that you would recommend QWST as an investment (I already own some)?

Tulvio
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext