Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kenneth E. Phillipps who wrote (29952)	12/3/1999 11:10:00 AM
From: Bill	Read Replies (1) \| Respond to of 77400

The whole paradigm of moving RBOCs away from 17-year depreciation cycles is revolutionary. :-) One company's 7-year evolution window is another's revolution if the window is 50 years. I don't think there is that much disagreement on the timing. The conflict is in who has the most control of the timing.

To: Kenneth E. Phillipps who wrote (29952)	12/3/1999 11:12:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Kenneth, IMO I believe existing large carriers will seek an evolutionary transition - I agree. New green field carriers will go the revolutionary route. If these so called "new world" networks provide more unique services at a lower cost these new greenfield carriers will begin to take customers away from the incumbents. This might force the incumbents to seek out a more revolutionary bias to the evolution of their networks...just to maintain market share. Remember T didn't go for frame relay until Wiltel was taking their customers away. If the IXC's, CLEC's, ILEC's, and established large ISP's begin a more revolutionary pace of deployment which vendor will benefit the most? Given that CSCO has more to gain and less to lose I would assume CSCO would be best positioned - even if they only got 10%. What do you think? OG