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

To: TigerPaw who wrote (30527)	12/21/1999 9:08:00 AM
From: Zoltan!	Respond to of 77400

....Well now it turns out Cisco doesn't blow money with reckless abandon. Its acquisition of Pirelli's networking unit for $2.15 billion rubbed analysts all the right ways. For starters, Pirelli is a bargain and now Cisco is in the dense wave division multiplexing market and can hook up Cerent's and Monterey's hardware with Pirelli's pipes. And it was done relatively cheap. Cisco could have bought Ciena Corp. (Nasdaq: CIEN), but would have paid a lot more. And startups are more expensive than the existing players. Interesting sidebar: Watch Ciena shares over the next few quarters if Cisco delivers on its promises on linking Pirelli with its other fiber optic acquisitions. There are challenges: Pirelli is a fourth place player in its market and is based in Milan, Italy. Those facts will challenge Cisco management, but overall the deal looks pretty good.... zdii.com

To: TigerPaw who wrote (30527)	12/21/1999 9:15:00 AM
From: Mr.Fun	Read Replies (1) \| Respond to of 77400

TigerPaw, Level3 is a bad example - essentially, it is using Lucent software and VoIP gateways to manage the voice, which is then routed via Cisco routers over Nortel optics. Bottom line, no carrier network of which I know (admittedly I do not have intimate knowledge of all carrier networks) is using any single vendor's technology END-TO-END for anything - It is not the way the carrier market works. AFIK call-management software remains a huge bugaboo for Cisco's internet ecosystem. Telcordia and HP supply parts of the solution, but it was a main sticking point at both Sprint and Telia. Cisco has also lost alot of ground in VoIP gateways, if you believe Dell'oro, InStat, et al., which I do.