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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.99-2.0%12:12 PM EST
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To: Hagar who wrote (20935)1/19/1999 10:28:00 AM
From: Frank A. Coluccio  Read Replies (3) of 77397
 
>> ATM core products and ultimately an optical world without Sonet then TLAB offers little in products. <<

A valid factor to consider, Hagar. Good point.

Perhaps TLAB offers little in the way of forward looking products in the IP domain, but that's why TLAB needs an internet co like CSCO. In contrast, TLAB would avail itself to a huge presence with broad visibility into carrier buying circles, which are by far unlike any that can be typified in the enterprise space.Talk about cultural divides... !

CSCO doesn't play well in this game, yet, with those who possess carrier-like cultural persuasions, except within the inter-networking and ISP subsidiaries who posses a CSCO mind set, to begin with. But they are dwarfed in numbers by their switch-oriented counterparts, and in most instances out-voted by those at the top of these organizations, still.

CSCO needs to be at the point of convergence where the DS-0 boxes and OC-48 cages are being transformed into the IP parameters of the next model. Companies like TLAB can bring them to that space, while paring down and migrating their traditional product lines at the same time. But your point is a valid one, and one that I'm sure is being weighed constantly in the tradeoff analyses by the guys with the pencils and erasers.
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