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


To: elmatador who wrote (27106)7/30/1999 8:40:00 AM
From: elmatador  Read Replies (2) | Respond to of 77400
 
I don't stop until the bull is dead: Your operator is also holding the
copper, that carries our BS from PC to switch. Again, why is he
going to upgrade the core -using ERICY souped up AXE- if he is
not willing to invest in new technology in this copper line that
connects to your house?

I tell why: Because your operator makes a hell of a lot of money
leasing lines for businesses. If he upgrades you copper, and offers
you a reasonable priced new service, this revenue stream from the
businesses will vanish because the businesses will start using the
same technology from day one.

I look this site here
uia.org.ar

to see the amount of money being invested in infrastructure in South
America. There is NT, LU, CSCO and ERICY raking in the cash.

Even Telmex is doing the same now. They prefer to invest in
POTS to supply a ten-year waiting list in Nicaragua than to
provide more sophisticated services in Mexico city.