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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: Mr.Fun who wrote (25660)	5/14/1999 2:21:00 PM
From: The Phoenix	Read Replies (2) of 77400

Mr Fun. Well, when you look at the environement in a discrete fashion I agree. Product on product - incubment in the core versus not. However, in building tomorrows end to end multiservice networks there will need to be strong interworking between premise, edge, and core devices. It's almost a case of (or could be) of the tail wagging the dog. If a service provider wants to be able to deliver a clean, multiservice on IP solution (and remember we're all using IP at home) then the end devices are CSCO (Cisco Networks) the edge devices are Csco, and the core is??? Currently ASND, NN, etc.. Going forward Csco I suspect csco to leverage their presense to their benefit in the core. LU/ASND doesn't have the edge/premise story. Could this be why they're looking at COMS???? YIKE! OG

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