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

To: telecomguy who wrote (30197)	12/13/1999 2:40:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Lots of food. Did it occur to you that the cost of long distance is down precisely because the big guys are starting to respond to market pressure brought about in part by the threat of free long distance enabled by IP networks among other things?

To: telecomguy who wrote (30197)	12/13/1999 3:01:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Actually the ones who will cease to exist will be the "Old" telecoms going forward. It will be a great battle but the nimble startups like Quest will eventually bury the AT&T's of the world. I've seen it happen so many times before in Technology. The old telcoms just have too much dead weight hanging around that is acting like an anchor. Some will survive if they are hungry enough to eat their young and really want to survive. So many people think only "one house" can invent the new technologies and that is a fatal flaw. Lucent has the remnants of Bell Labs but a lot of other organizations and businesses are "inventing" out there. I am looking forward to the "old world" being torn down so we can see continued innovation. The Telecomunications Act of 1996 is well on the way to being implemented and it's about time! The way I see it there is well over a $trillion to be spent in the next 5 years and the pot is bigger than any one company to supply. JMHO! Eric

To: telecomguy who wrote (30197)	12/13/1999 4:02:00 PM
From: Brian Malloy	Respond to of 77400

You could be right and you could be wrong. But reference your statement: "The point is, Internet is amazing and will change the world BUT there is lot of hype and bullshit that is going to hurt lot of pocketbooks for those that are ignorant and are unaware of how technology works and gets adopted in the REAL WORLD." I simply respond with the CSCO chart. It's not built on pontification and supposed knowledge of telecom know it alls. The combined knowledge and future outlook of those impacting this stock with their dollars are speaks loud and clear. bigcharts.com This is the "food for thought" that I look at. Regards,

To: telecomguy who wrote (30197)	12/13/1999 4:14:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Telecomguy, First I have to take my hat off to mindmeld and Eric for responding in relatively even tone. You appear to want to create some sort of heated discussion and well... it doesn't look like it's going to happen. If not, you might want to tone down the rhetoric a bit. Here's a couple of more bites of food in your thought. First, the infrastructure build out isn't there yet. If you think the battle is over and that the telecom's that don't innovate will continue to reign ...well. I think you're in for a suprise Two, Yes NT bought Bay, and LU bought ASND. The larger gobbled up the smaller... but why? They bought data companies...but why? Because these folks new that they had to integrate data into their thinking or they would go by way of the dinosaur. Now they have a big challenge - migrate the customer base to support data centric networks while not displacing their cash cow businesses - the PBX. Cisco doesn't have to worry about this and so they are not at risk of cannibalizing their business. Anyway, that's another discussion. So telecom companies are buying data companies... No one will be buying CSCO anytime soon. You continue to pound on the core network issue. I understand that NT and LU are the incumbents...as does everyone on this thread. You have mentioned it at least 4 or 5 times. We get it. However as I said in my last reponse to you the big bucks will not be on the long haul city to city buildouts...it'll be on broadband delivery. NT and LU are not strong in this space. Telecomguy. I think there is a hint of denial in your posts. There is a new wave coming...it's called the internet. You'll be able to get all your services - data, voice, video over a single connection to the home. Sometimes that'll come over copper, sometimes over coax, and sometimes over wireless. Behind this need is the internet. Voice is just a service on top of the underlying requirement - packets - data - volumes and volumes of data . Soon an order of magnitude of data over voice. CSCO will do quite well servicing the data needs..and will successfully add voice and voice will soon become an adjunct to moving data and video. Yes, behind the voice traffic there will be the PSTN.. for at least for the foreseable future but soon voice will migrate onto an integrated infrastructure. NT and LU are doing well to move in that direction but they have to be careful. Because, like I said, canabalization of their revenue stream could take place if they move too quickly. LU's 7R/E - is an example of attempting to offer a migration path without end of lifing their 5E's. Nuf of this. We get your bias. I like NT. I like what NT is doing to develop and deliver the needs of tomorrows users and providers. Their path is on a different trajectory than your view. OG