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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

3:59 PM EST

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To: Jay Couch who wrote (20835)	1/15/1999 6:56:00 PM
From: Bindusagar Reddy	Read Replies (2) of 77400

Jay, this model works well when you are building enterprise networks. Carrier market is a different ballgame. Carriers don't make decisions like small companies and order online. LU knows carrier more than CSCO. These are huge deals. Most people are confused and are under the impression that CSCO is taking the Carrier market. As Mr. FUN intelligently pointed out CSCO is a force in enterprise market with 80-85% of revenues coming from enterrise markets. CSCO may become the king in enterrise and LAN switches which will eventually get commoditized. Carrier market is mainly WAN market and building a RELIABLE 24 HOUR 7 DAY network, CSCO has not demonstrated that they can do it. LU/ASND combo specializes in this market.(like a neurosurgeon working on brain) CSCO is more like a General practitioner. 90% of ASND revenues are from Carriers. LU is LU, a telecom specialist. CSCO might win some business but will not become a major player in Telecom area. They will remain an ENTERPRISE networking comany... As far as the LU/ASND merger is concerned, it will be smoother than CSCO dreams. Mr Chambers said ASND CSCC merger would fail. Instead Cascade was the one responsible for ASND success with carriers. Mr. Chambers keep dreaming all mergers fail. This one is NOT going to, IT will blossom faster than most people think. ASND/LU has momentum now. They may a acquire one of the TERABIT Router startups soon. Good luck. BR

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