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

To: RetiredNow who wrote (30218)	12/13/1999 6:37:00 PM
From: Eric	Respond to of 77400

mindmeld I guess what is really driving this is that the "licensed Monopolies" are going by the wayside. 18 years ago there was one monopoly controlling almost all voice and data traffic in the country, now there are thousands diving into this huge pot. The reason for the tremendous growth in telcom is the tremendous parallel build out occurring. It has only just begun! regards, Eric

To: RetiredNow who wrote (30218)	12/14/1999 10:48:00 AM
From: telecomguy	Read Replies (1) \| Respond to of 77400

Listen Mindmeld, I am no moralist and to be frank I couldn't care less that the PTT's are all ex-monopolies and beaurcrats. But that is changing and all I am saying is that to take these PTT's lightly (when they all have a warchest of billions of dollars) and believe that they are ignorant of what is happening would be the height of folly! The fact that the public voice operators(PTT's) will be here for long-time is the reason why Chambers is so hot to go after that market despite the billions he has to spend in order to even have the necessary product line to play the game. But like I said, don't worry -- CSCO will not fall off the cliff any time soon but the exposure is there --- the issue is whether they will end uop blowing their brains out trying to compete with the Lucent, Nortel, Siemens, Ericy, Hitachi of this world -- because it ain't going to be as easy as their ascendancy in the router market.