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To: Techplayer who wrote (8928)	7/29/1999 1:55:00 PM
From: William Richard	Respond to of 21876

What a time to have a pocket full of dollars !! Any idea when the buys kick in for the MM

To: Techplayer who wrote (8928)	7/29/1999 2:11:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 21876

There is no doubt in my mind that you are correct. The point I have attempted to make is that given the size of the telephony market, that Cisco only needs a small penetration in order to have a significant positive impact to revenues. If the existing telephony market is $50B (which I think is a very low estimate) and Cisco gets only a 5% penetration that's a 20% increase in revenues. And IF, Cisco leverages this growth and over time grows this market share to say 15%-20%...well that's $7.5-$10B nearly doubling revenues...minimum. For these reasons as well as their dominant position in the enterprise (which will again begin spending big-time in January) that have me overweighted in Cisco. I think they have great opportunities in front of them. BTW: It shouldn't go unnoticed that Cisco is leading in broadband edge deployments. If you look at cable and dsl Cisco is winning more than their fair share and this is where there will also me huge growth going forward. AND, if these edges to add voice then Cisco is in an excellent position to win the business. It's much easier to replace a few switches or add some gateways than it is to replace all the edge and premise equipment. OG