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

To: elmatador who wrote (29743)	11/30/1999 2:18:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

El, You're all over the map - I think I understand the technology pretty well :-) But your line of reasoning is difficult to follow and probably has more to do with English being your second languange than anything else. Packet telephony can be delivered over any infrastructure...so wireless networks will not preclude this. Big pipes are gooood for Cisco - it allows more traffic on the network and as more users doing more things over that network will cause carriers to deploy more infrastrucutre. ADSL is neat but still not enough. Yes, certainly enough for voice only but the "holly grail" is to run all traffic - voice, video, and data over a common line. ADSL still can't do this for more than one full motion video signal - what if you have two TV's!? Cable has the ability to support multiservice. SDSL can. 3G perhaps.. The issue for the next 10 years is how does the network identify a user and deliver traffic based upon what the user has paid for...and at what prioirity...and in a secure fashion. Big pipes are cool. This is electrical/optical stuff which although is complex is not nearly as complex as delivering a seamless user/application aware infrastructure. Moving voice onto wireless is orthoginal from this... The delivery of all traffic - voice, video, data, telemetry, etc., over some sort of broadband pipe is the lower layer issue. The winners will be those vendors and those carriers that can deliver a differentiated set of services in a secure and priority fashion. Hopefully this better articulates my own bias and perception. Now, perhaps you can elaborate more clearly as to your orginal line of thinking - that voice on wireless pushes Cisco to the edge? These are orthoginal arguments in my mind... not mutually exclusive or inclusive. This is the basis of my struggle with your posts. Help me out here. ;) OG