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

To: elmatador who wrote (27134)	7/30/1999 9:05:00 AM
From: Howard Feinstein	Read Replies (2) \| Respond to of 77400

Anybody care to comment on an trade at 8:32est of 16,425,500 at 61 3/4? Found on quote.com!! Howie

To: elmatador who wrote (27134)	7/30/1999 10:33:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Interesting post but perhaps you could more clearly articulate your point. Are you saying that C/ILEC's will not churn their infrastructure? It wasn't long ago that all circuit switches were analog...the infrastructure has since been completely churned in the US to digital. That took place over a 10 year period in the 70's and 80's. That churn was accomplished to provide better service and telephone quality. Todays TDM infrastructure is: - costly to maintain - expensive to administer - lacks scalability (can't handle network persistence) - lacks flexibility - lacks ability to deliver new services in a timely fashion - contains proprietary interfaces stifling innovation - will not be able to keep pace with new carriers These last three points are the underlying issue. Today's circuit switch infrastructure is very rigid. In the future you won't pay for bandwidth - you'll pay for services and the circuit switched environment does not lend itself well to this model. Sure, it can be done, but the cost and efficiency will be far lower than it will be for new carriers who don't have the legacy circuit switch ball and chain. The only way ILEC's and established CLEC's will be able to compete is to migrate to new world environments. Even traditional vendors such as LU realize this and are moving to deliver these kind of products. True, it won't happen overnight, but the train has already left the station. Remember the IXC's and LEC's resistance to frame relay and ATM, mainly because the technology would have a negative impact on revenues. Then a little start-up by the name of WilTel began offering service - stealing leased line revenue from the big boys. In order to stop the flight of customers the carriers began offering service... The same will occur in multiservice on new world, flexible, service oriented, infrastructures. JMO OG