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

To: The Phoenix who wrote (29745)	11/30/1999 3:53:00 PM
From: Mighty Mizzou	Respond to of 77400

Orthoginal? What does this have to do with birds? :o)

To: The Phoenix who wrote (29745)	11/30/1999 4:12:00 PM
From: elmatador	Read Replies (1) \| Respond to of 77400

Gary, I don't dispute you knowledge, but is hard to persuade you. For example: Mr. Fun writes in good English and he has a hard time convincing you of his points about PSTN stuff. He states the facts -not because he likes what he sees, just because they happen to be as they are. I'm just doing the same. Telcos had a "perfect" network to carry voice until Cisco started saying that "perfection" came at a cost. Cisco attacked the old world a.k.a PSTN. PSTN provides a single service: voice. Since all wireless solutions vendors are also vendors of PSTN stuff, wouldn't ocurr to you that it is in their interest to leverage their wireless platforms against an intruder such as CSCO? How that? By working together with the operators. Fixed opeartors double as wireless operators, as you know. The PSTN was run so inneficienlty that vendors and operators -working together- have a lot of room for improvement. It provided a moving target to Cisco. Voice is being ported to wireless. Cisco has no more money on the table to warrant an attack on the PSTN. Cisco goes to the edge. Which is exactly there where: "The winners will be those vendors and those carriers that can deliver a differentiated set of services in a secure and priority fashion." Look to the 120 billion dollar fight Mannesmann-Vodafone this is how serious the money gets when consolidation comes to wireless.