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

To: Tulvio Durand who wrote (28467)	9/28/1999 3:30:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

Cisco up on conference. DJ Cisco Sees Telecom-Network Mkt Hitting $138B By 2002>CSCO By Mark Boslet SAN FRANCISCO (Dow Jones)--Cisco Systems Inc.'s (CSCO) two-year-old push into telecommunications has increased its opportunity in that market considerably, said Kevin DeNuccio, vice president of service provider operations. The company estimates that in 2002 the market for data and voice networking equipment will be $138 billion, offering the company a sales opportunity more than four times greater than if Cisco sold only data networking equipment. Speaking at a Bank of America Securities investment conference, DeNuccio said the company's announcement Monday of a new product architecture would give its equipment broader capabilities. By enabling networking gear such as routers to process data stored deeper inside a network's communications software - in this case layer 7 - the gear can learn what applications are running and what users are doing, DeNuccio said. That is valuable data for network administrators and for companies that run large applications hosting centers for corporations, he said. Cisco is not the only networking company seeking to have its equipment read data at layer 7. interactive.wsj.com

To: Tulvio Durand who wrote (28467)	9/30/1999 3:32:00 AM
From: elmatador	Read Replies (4) \| Respond to of 77400

Cisco Ditches IP/ATM Technology In Favor Of Monterey Box My problem is that I get it right too early. The writing is on the wall, we just have to read it right. Lets get rid of all the smoke screen. 1) CSCO isn't going head on against LU, NT etc on PSTN stuff. CSCO will buy pass the existing networks. If you wrap ATM stuff around exitsing PSTN you'll get a next generation network. But if you short-circuit -as I wrote before- you get a next next generation network. Read the recent past news under this perspective and you'll see it. Cisco Ditches IP/ATM Technology In Favor Of Monterey Box Cisco Systems Inc has halted the development of its IP/ATM backbone switch in favor of technology from Monterey Networks Inc, according to sources close to the company. Monterey, a Texas-based start up in which Cisco took a minority stake last month, makes wavelength routers for next generation optical networks. Cisco would not disclose the amount it has invested in Monterey, but it was significant enough to gain Graeme Fraser, Cisco's VP and general manager of optical internetworking, a seat on the board.