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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-0.3%Nov 26 3:59 PM EST

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To: Eric who wrote (22926)2/20/1999 5:24:00 PM
From: Frank A. Coluccio  Read Replies (3) of 77400
 
Eric, the obstacles facing Juniper and the other startups, where the Internet's core technologies are concerned, are now being mitigated to some degree. This is taking place, ostensibly, by new approaches that call for edge-to-edge-directness, bypassing previous constructs where intelligence was embedded in the core. This is known as stupid networking.

While smarts in the core are bering de-emphasized, they are being emphasized and enhanced at the network's edge and at the individual host levels.

This argument states: Many of the intricacies which have contributed to the previous "smarts" throughout the Internet's core (and that of the public switched telephone network as well) are being replaced with more straightforward, and less-encumbered underpinnings. Or, at least, this is what many pundits, and vendors alike, would have us believe.

Of course, there's no reason why CSCO or NT couldn't take advantage of these new directions, as well. Although it does, to some degree, remove some of the leverage that the latter two previously held.

Comments welcome. Always willing to learn.

Curtis, I guess this means you! ;-)

Regards, Frank Coluccio
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