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


To: Hagar who wrote (28493)9/30/1999 9:27:00 AM
From: elmatador  Respond to of 77400
 
Point taken. I'll stop tapping my own back. That Foundry stuff is very nice for the fringes of the next next generation network. Is a complementary solution and its IPO proves that. The pie is huge there is a piece for everyone, don't worry. The Internet content is very unevenly distributed. The center of gravity is the USofA, most content seats in servers there. (This is even becoming a weapon. Remember the US trying to cut out Yugoslavia from the Internet if they didn't withdraw from Kosovo?)

Users need to get to that data seating in the US. Now if data is stored nearby the users, we take that foreign-originated traffic out of the US and free bandwidth for the US intra-servers connections. Cache stuff in Singapore for Asia, cache stuff in Luxembourg for Central Europe, Cache stuff in Kopenhagen for Scandinavia. Cache Stuff in Rio for South America. Kind of RWW. (Regional Wide Web) for the casual users. The WWW -next next generation stuff is left to MAKE MONEY. Take this traffic out of the way of the Silicon cockroaches -AMEX, Visa and the other transactions plus ERP traffic.



To: Hagar who wrote (28493)9/30/1999 10:28:00 AM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Hagar,

I think you might want to dig deeper there. I don't think Cisco did as well as they should have in the ATM space but I think they were still #2...ok..maybe number 3 - depending on the sector. They were certainly #1 or #2 in enterprise ATM WAN. nonetheless the reasons for going to an optical backbone are pretty clear if you investigate scalability and overhead issues of existing technologies.

OG