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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

-0.3%

3:59 PM EST

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To: Frank A. Coluccio who wrote (20936)	1/19/1999 10:58:00 AM
From: Bill	Read Replies (1) of 77397

Frank, the cultural mismatch between CSCO and traditional "carrier buying circles" is becoming less significant. The services industry landscape is changing so rapidly that the non-fitting entities are becoming fewer and fewer. That cultural divide is dissipating rapidly at IXCs and is non-existent at data CLECS, ISPs, and the new facilities-based carriers. It still exists at the ILECs, but for how much longer? As the ILECs transform themselves into little more than wholesale transmission vendors and cede the value services to resellers, it is the new resellers who will require products with an enterprise/user genesis. While CSCO could gain presence at ILECs and some PTTs with Tellabs, it seems to me that a union of this sort would benefit Tellabs even more.

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