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: The Phoenix who wrote (29954)	12/3/1999 11:24:00 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 77400

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? Gary - I honestly don't know. There is insufficient evidence to form an opinion. I do know that NT is very aggressively pursuing the IXC's, CLEC's, and ISP's with new services, new products and financing. However, I am unable to know what profit this new market will yield. Cisco has an established profit stream in the enterprise sector. NT has an established profit stream in optical networking. I expect both companies to use their profits to aggressively puruse the new business.