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

To: Bill who wrote (29950)	12/3/1999 11:01:00 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 77400

CSCO's strategy holds that public network infrastructures are evolving away from circuit switching toward a fiber transport/packet switching model at a rapid pace. NT and LU do not disagree with this premise. They disagree on the details as to how this transition takes place. The transition will be evolutionary as opposed to revolutionary.

To: Bill who wrote (29950)	12/3/1999 12:18:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77400

Bill that's like saying if a company like TIE Telecom (remember them? they made nice little electronic key and PABX systems for small to medium sized corporations) decided to get into the Public Network Switch product business, they would have succeeded! Companies like TIE & Mitel were leaders in small to mid-sized PBX market for ENTERPRISES in the early 80's. In the mid-80's both TIE and Mitel tried to develop PBX switches for the larger enterprise market (TIE MERCURY and Mitel SX 2000). In the process, TIE almost went bankrupt and got taken over by Nitsuko -- today they have 0 market share in the high-end PBX business. Mitel almost went bankrupt as well due to delivery problems and software bugs in the SX 2000 switches as well as R&D costs. Mitel got bought out by BT in mid 80's. Do you see a pattern here Bill? Not to say that Cisco cannot succeed in the enterprise market but to make the quantum leap that because Cisco succeeded in the data router for Enterprise market, they will surely succeed in the public network infrastructure market is like saying a company that can successfully build twin-engine Cessna planes can build rockets equally well to go to Mars. Think about it!