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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST
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To: Pigboy who wrote (24031)4/4/1999 1:53:00 PM
From: bill c.   of 77400
 
Pigboy, Wait until USWest makes the switch to DMT and Alcatel under bids Cisco on price for the USWest contract. USWest is looking for a different vendor to provide the DLC solution. Alcatel manufactures the DMT silicon and Cisco will NEVER be able to compete on price. In addition, as DSP "systems on a chip" expand, Cisco will quickly be removed from the top three.... until later.

PS. Fujitsu/ORCTF is also manufacturing DMT silicon.
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