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To: Amy J who wrote (92925)	11/21/1999 11:34:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Amy, re:"... any ideas as to whom you think might be a CSCO poster with the best telco background. Right now, I'm seeing a lot of CSCO posters with a lot of good networking background (i.e. traditional routers on enterprise networks), but not the new telco stuff. I need to assess Cisco's long-term risk by figuring out how they stand relative to LU's strong telco position." This is a really interesting area. My question is do the telco types "get it" and would their inputs help or hamper your analysis. The vision seen by CSCO is that telco is just another data type to be carried eventually on data networks. If fact, per John Chambers, the actual small size of telco information means that soon phone services will be free. Clearly the telcos do not care for this vision. As I see it they are working hard to retard advanced WAN deployments - witness the retarded deployment of ISDN and now DSL. Their "weapons" are pricing (which they insist on calling "tariffs" and restraining physical access to subscriber lines. An interesting battle... I am betting on CSCO over LU on this one and I think more flak from telco types will only cloud your thinking. Jeff

To: Amy J who wrote (92925)	11/21/1999 11:53:00 PM
From: Tony Viola	Respond to of 186894

Amy, OT, telco knowledgeable people, Cisco thread, sorry can't be of any help. I just started reducing my CSCO holdings (and have been increasing MSFT & INTC over these last few weeks), mainly because MSFT & INTC have offered great deals for their stocks lately, while CSCO's PE is now a bit high given their recent runup over these last few weeks, but a bit because I haven't investigated Cisco's telco strategy to see if things look better. Right now, I wouldn't swap Cisco stock for anything, P/E or not. It has a life of its own. Well, what I think it actually is, is that "everybody wants some". Song line from somewhere. Tony