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: RetiredNow who wrote (30682)	12/23/1999 1:36:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77400

Another old news.........repeated ad nauseum to yourself to make yourself feel better Mindmeld? Do you think they will be grwoing at 49% clip in the next few years?

To: RetiredNow who wrote (30682)	12/25/1999 1:46:00 PM
From: telecomguy	Read Replies (2) \| Respond to of 77400

There are number of other reasons why CSCO will feel margin & market share pressures in the near future which will reduce their existing dominance (cash cow) in the Enterprise Router market and profitability..........this is one of them; Note the reference to the poor quality of Router performance -- which everyone has grudgingly learned to live with -- SO FAR. Telecomguy telecominsider.com Nortel Has High Expectations for Open IP Environment Posted on Wed, 22 Dec 1999 By John Edwards. Special To PricewaterhouseCoopers LLP. Nortel Networks is looking to Internet-enable servers, personal computers, mass market appliances, mobile devices, set-top boxes and a variety of other products and technologies with its new routing and IP software, Open IP Environment. The Brampton, Ont.-based company expects that its product will drive the shift away from expensive and complex router hardware to low cost routing and IP software that can be easily embedded directly into devices. Licenses have already been issued to over 75 Internet-oriented companies that have begun embedding Open IP Environment into their products. "We're moving from 'Old World' routers to an Open IP Environment based on software and silicon that dramatically reduces the cost of networking and makes the Internet accessible to everyone," says Bill Conner, president of Nortel Networks' enterprise solutions division. "Open IP Environment ushers in a new era of networking that expands the way businesses and consumers use the Internet." To pave the way for a new generation of software programmable networking devices, Nortel Networks and Intel plan to offer elements of Open IP Environment with Intel's recently announced Internet Exchange (IX) Architecture. The combination aims to provide developers with a comprehensive open platform for building advanced networking equipment based on the IX Architecture. Microsoft Windows will serve as a strategic platform for the Open IP Environment. Nortel's enterprise routing protocol (OSPF), a key component of the Open IP Environment, is currently shipping in Windows NT Server 4.0 and is also part of the soon to be released Windows 2000 Server. Nortel also plans to provide the protocols that will allow Windows 2000 and Open IP Environment-based devices and systems to inter-operate on end-to-end quality of service and network security functions. Open IP Environment is based on a modular software architecture. Open standards and application programming interfaces activate the required functionality, including such IP functions as routing, authentication, security, encapsulation and tunneling, as well as IP applications including policy, network management and accounting. "Nortel Networks is leading the way by opening its routing and IP software to the industry so they can quickly deliver new Internet applications and services at significantly reduced costs," says Laurie Gooding, senior voice data communications analyst with Cahners In-Stat Group, a technology research firm headquartered in Newton, Mass. "In 1999, close to $7 billion will be spent on routers across the world. And yet routers remain a principal source of performance and reliability problems within the Internet and private internetworks," says Mark Leary, vice president of International Data Corp., a market research company located in Framingham, Mass. "Nortel Networks' new Open IP software approach to routing, and significantly reduced router pricing, aims to relieve the pressure on our mounting base of hardware routers, our limited base of network support staff and our precious base of networking budget." ____________________ Copyright ¸ 1999 PricewaterhouseCoopers LLP. Terms and Conditions. The preceding article was written by John Edwards, a freelance technology writer based in Gilbert, Arizona. He can be reached by phone at +1-480-854-0011. For more articles by Mr. Edwards, check out the Telecom Hardware/Software Index on PricewaterhouseCoopers' Telecom Insider Web site.