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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: The Phoenix who wrote (21308)	1/28/1999 8:15:00 PM
From: bill c.	Read Replies (2) of 77400

Gary, Cisco purchased Diaz, then after Netspeed won the USWest contract they purchased Netspeed. GTE-ILEC has selected Fujitsu/Orctf, GTE-CLEC is using Westell and GTE-Government systems is using Westell. Which GTE division is using Cisco for xDSL? I must have missed that news release. What is CSCOs xDSL solution for the Digital Loop Carrier? USWest needs this solution. Can Cisco provide an xDSL solution on those SLC-5 and SLC-2000 boxes? I would consider Alcatel as the big ADSL winner "SBC, PacTel, BEL, Bellsouth, Bell Canada, etc" and Pairgain as the HDSL winner. Do you understand the forward pricing issues on this equipment being sold to the RBOC's? We are talking about $300/line, which includes the ATU-R and ATU-C "DSLAM" equipment. The vendors that produce the silicon and build the end-to-end systems will succeed. Before declaring that Cisco owns his space, take a good look at Alcatel...... until later.

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