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

To: The Phoenix who wrote (26636)	6/25/1999 7:34:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Cisco -- god of the Net Cisco has become the global leader in networking for the Internet, which it uses to maximum effect, reaping substantial benefits and revenues, says Martin Butler zdnet.co.uk An old story from March 8 1999 that I thought you guys would get a kick out of. Have a good weekend all........ Eric

To: The Phoenix who wrote (26636)	6/28/1999 12:15:00 AM
From: Techplayer	Read Replies (1) \| Respond to of 77400

Gary, Interesting comments from a post on the CMTO thread regarding IP versus circuit switch rollout for cable based telephony. Brian The year 1999 marks the pilot for AT&T's telephony rollout over cable, in which 10 markets will be targeted. AT&T expects a negligible number of customers from this initial However, in 2000, Mr. Armstrong believes telephony will grow to include several hundred thousand customers (we interpret this as a range of 500,000 to 1 mil-lion lines). By 2001, AT&T expects that full rollout will be achieved, with more than 1 million lines installed per year. In addition, AT&T has clearly stated that Internet protocol (IP) would be phased-in gradually, and that initially it will deploy a circuit-switched product. AT&T forecasts 30% penetration in 3–5 years. We feel this is realistic unless the UMG acquisition is postponed. Cox Communications Presentation (COX, $36, Outper-form). More than any other cable company, Cox has com-pleted the transition to becoming a telecommunications pro-vider, and its growth comes from a wider array of products. Cox made three important points regarding its telephony rollout: It plans to offer both residential and commercial telephony, which we believe could provide equal cash flows. In our most optimistic scenario, we would expect telephony to generate $100 million dollars of EBITDA in 2000 from combined residential and commercial telephony. Within 5–8 years, residential and commercial telephony could generate an estimated $700 million of EBITDA. Cox believes that an IP telephony product is 2–3 years away. The prerequisites for launching either IP or circuit-switched telephony include getting the public permits to put distributed power supplies in each of its markets; installing OSS/BSS capabilities (operating software and business software); and increasing staffing levels in each system to accommodate the actual volume. There does not appear to be a capital cost advantage for IP over circuit-switched technology even after IP becomes available in several years.