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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Bindusagar Reddy who wrote (26426)	6/19/1999 12:50:00 PM
From: Jim Lamb	Respond to of 77400

A good read on DSL by Chambers here. Maybe already posted. PUT YOUR MONEY ON DSL, SAYS CISCO'S CEO: Cisco's Chambers describes 'next wave' of wired economy By John Rendleman, PC Week Online June 10, 1999 12:38 PM ET ATLANTA -- With businesses already starting to reap the benefits of high-speed data and Internet services, the next group poised to leap into the wired digital economy will be consumers, according to Cisco Systems Inc. President and CEO John Chambers. In the adoption of networking technologies, especially IP-based services, "the next wave will be consumer, [and] for the home you're talking about how do you get bandwidth there at a reasonable price," Chambers said in a keynote speech here Wednesday night at the Supercomm '99 show. In future network architectures, the dominant network application protocol will be IP, with an underlying transport layer of ATM (asynchronous transfer mode) technology or pure optical transport of IP directly across optical circuits, Chambers said. "It's going to be an IP/ATM world," he predicted. "Circuit switched is dead, and it's just a matter of how quickly convergence takes over" in various parts of the world. With advances in network technology, bandwidth at the core optical transport layer will become a commodity, with value-added services residing at the switching layer and an all-IP protocol at the user layer, Chambers said. Put your money on DSL As to whether DSL (digital subscriber line), wireless or cable TV networks will become the access networks of choice, "many people say cable will win, but I don't buy that at all," said Chambers, who predicted DSL will prevail, followed possibly by emerging wireless data services. Easing into a familiar theme, Chambers said the growth of the Internet and other high-speed networking services will also cause a fundamental shift in the nation's economy as corporations learn that conventional competitive advantages such as physical size and number of workers no longer carry as much weight. "The key message I'm sharing with you is that you must build a network infrastructure to allow you to share information internally and externally," he said. "Unless you're giving your employees access to information or your customers access to information, you're not [helping them] make decisions." As examples of Cisco's own adoption of a networked approach to business, Chambers said the San Jose, Calif., company now conducts 80 percent of its customer support using Web-based applications and expects within a couple of years to be conducting $30 billion to $40 billion a year in business-to-business e-commerce. Chambers also demonstrated the Cisco Communications System Ethernet-based phone, which the company is now adopting internally. The technology, obtained through Cisco's acquisition last year of Selsius Systems Inc., enables the phone to be plugged into a standard Ethernet jack and automatically configured using a consistent telephone extension number. The phones are also tied in with an intranet application that uses Cisco directory technology to let a user click on an extension to dial another user via a Web browser. In addition, the phones are connected to an internal unified messaging application that provides a graphical interface to users' voice- and e-mail.

To: Bindusagar Reddy who wrote (26426)	6/19/1999 8:06:00 PM
From: Gerald Walls	Respond to of 77400

That's exactly, my point. CSCO has a habit of counting chickens before they hatch. Fortunately for us longs CSCO has an extremely high hatch rate.

To: Bindusagar Reddy who wrote (26426)	6/20/1999 12:46:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

BR, Cisco's chickens come in just fine as is evidenced by their revenue and earnings stream. I understand your frustration-being a bear on CSCO and a Mizzou follower, but there is no need to post misinformation. QWST has two backbones.. and IP (CSCO GSR backbone) and an ATM/FR backbone (ASND). The ATM/FR backbone is a stopgap measure. QWST will go IP over SONET 100% going forward. GTE. Hee hee. There's a joke of a company. GTE is a mess. What has ASND delivered. CSCO got bumped because they wanted to be more aggressive than GTE did. How much revenue has ASND generated from the ATM backbone at GTE? I can tell you it's less that $10M. Go to the CSCO web site BR. Check the list of SP customers. Cisco is doing very well in the SP space and is growing market share. You can piss in this corner all day long but the facts are the facts...CISCO is penetrating the SP's, Cisco is penetrating old world telephony markets, and NO ONE is challenging CSCO in enterprise. I call that a recipe for success. Hoping that CSCO has more failures is like hoping you don't get in an accident. You have no control over it, but the chances that CSCO will fail aren't high IMO. CSCO only has learned from these past problems - they will only get better as the technology improves. OG