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

To: James Fulop who wrote (28823)	10/24/1999 11:09:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77399

James, If you've been following my posts on the SCMR thread you'll note how ridiculous it would be to make such an assumption. SCMR has been developing for about a year, has one customer who they "bought" by providing pre-IPO shares, and only did $11M in revenue. I have not seen any information - including on the SCMR web-site - that would lead me to believe that their product would reduce the need for more infrastructure...but even if I am wrong it'll be more than a couple of years before there is any material effect on expenditures. Don't read too much into the SCMR story....what's going on over there is insanity. OG

To: James Fulop who wrote (28823)	10/24/1999 12:55:00 PM
From: LJM	Read Replies (2) \| Respond to of 77399

My take away from the interview was a little different than yours. In fact, I got the impression that Nolle felt CSCO was still very much in the game with their acquisitions of Monterey and Cerent. The thinking being with the combo, CSCO is more than likely already working on something to compete with Sycamore and could be considered on equal footing since no one has installed anything yet. I got the impression Nolle thought LU and Nortel were the ones caught flat-footed with the lamba-hopping technology. CSCO according to Nolle curtailed their development of the LARGE electrical devices over a year ago, knowing this lambda hopping/DWDM technology was coming. My take is Juniper has the most to lose in the near future, since they are building the mega-expensive, large electrical devices that will by the first to disappear with DWDM/lambda hopping technology. The edge of the network will be the last area to be impacted. As an aside, Nolle thinks>>>DWDM/lambda-hopping is cheaper and faster, completely information independent, easier to maintain and infinitely more flexible than the current technology using eletrical switches ie: terrabit routers <Juniper> Interested in other opinions! LJM