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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

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3:59 PM EST

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To: The Phoenix who wrote (21665)	2/2/1999 5:43:00 PM
From: The Phoenix	of 77397

Bill Rabin (JP Morgan) What about the new ATM Switches. When will they be out. Don Listwin - MOst of the new ATM design wins are around the MGX8550 the new ATM switch. PSINet has 12000 but the others are all built around the MGX Paul Weinstien (Credit Suisse) Displacement in old world PBX - rate at which this will happenl Listwin- the shine is coming off. Class 4 and tandem switchin is the first place this will occur. Expect flat to neg. growth in this space. no new Class 5 switches going forward. Telephone lines are now being returned to tels. as DSL and cable begin to deliver IP to premises... Gotta run....

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