Re: Cisco - DSL and Cable Deployments
"Well time to listen in live to Cisco's CC via the net. Should be interesting."
Thead,
Going slightly off the current topic, the Cisco CC was surprisingly very interesting for Last Mile investors. Much discussion was devoted to DSL and Cable deployments. I thought they would focus on their bread and butter Enterprise, Carrier, and Service Provider products. But surprisingly a lot of facts came out concerning broadband. Here is quick summary of statements that concern Last Mile investors:
1. They have VERY strong growth in access concentrators for broadband deployments of DSL and Cable.
2. The run rate for these products is $500 million. Includes some kind of headend products they have[I didn't even know CSCO had headend products for MSOs?].
3. Deutsche Telecom just announced a European wide deployment of DSL services using Cisco's 6400 Access Concentrators.
4. Chambers said he sees 50% annual growth rates in broadband. His CFO or CTO said later on 100%. I'm not sure why they differed? I think the CFO included MSO headend stuff.
5. They said they have 8 out of 10 MSO's as their customer. I think Chambers was implying CSCO has 80% of the access concentrator market for MSOs.
6. Chambers said they have 50% of the access concentrator market for DSL deployments.
7. Chambers said they see geographically DSL deployments being done right where cable services are offered. He said it was a sign the FCC was allowing free market to work well and give the customers options.
8. Said nothing was really happening in fixed wireless for the moment. As MMDS&LMDS licenses get issued, they see revenue growth.
9. ILECs are slow to deploy broadband. US West is the exception. They said ILECs take time to evaluate, blah..<G>.
And Chambers did his usual, implied, thing about bad-mouthing, LU-ASND and NT-BAY mergers. Said, "They won't work, blah, blah.." Geez I'm always surprised how he attacks those "OLD" telco equipment companies. Kind of strange how outspoken he is towards his competition doing the wrong thing. If I have it correct, his "OLD" competitors are still about 2-3 times larger than CSCO (annual sales) and growing. Not as fast as CSCO, but growing nonetheless. When CSCO gets to $30 billion in annual sales, then he may want to re-evaluate his comments<G>.
MikeM(From Florida)
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