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

To: telecomguy who wrote (30806)	12/30/1999 12:26:00 AM
From: P P Bravo	Respond to of 77400

What follows is a reply by the CEO of Wi-lan (T. WIN) to a question on wireless on the on the Stockhouse thread: "With regards to Cisco, Wi-LAN is first to the wireless public high speed networks. Cisco is not selling any networks right now. When you are not selling products, you make big noise about trials. We are working harder; you can never dismiss Cisco. However, we are not scared and will take it on as any challenge. We are using our size to our benefit. Hatim" Can anyone confirm wether or not the claim is true? TIA By the way, I'm neither long nor short CSCO (would love to own it if we get any type of correction). PPB

To: telecomguy who wrote (30806)	12/30/1999 12:58:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

but the reality is that they are 10% IP and 90% traditional voice network. Eventually they will deploy more IP nodes but right now, it's more PR than reality. So, then you agree the larger growth market is IP telephony (by the way we all knew the IP telephony carriers used the old backbone...we also know that will change - even by your own admission). You say you base your assumptions on the future... So, if IP telephony is expected to have higher growth than circuit switches then that would support CSCO increasing shareholder value faster than those companies that have both. So boiled down to the most simplistic views your projections of CSCO valuations falling isn't supported - by your own comments. Remember that NT forward PE is not a lot different than CSCO's. Yet CSCO growth rates are supperior. So, who's more exposed to corrections? Actually the right answer is they both are... but you'd argue otherwise anyway. OG

To: telecomguy who wrote (30806)	12/30/1999 1:39:00 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

You keep calling it the voice network. But actually it is simply the backbone and extended network that will be used to carry ALL traffic, be it voice, data, or what have you. Correct me if I am wrong, but the most touted benefit to these IP telephony startups is that they bypass some of the costly toll charges that traditional telecom companies have to pay. Whereas a traditional telecom company would have to buy capacity to switch the minutes it sells, an IP telephony company has to buy capacity to get on to the public internet in order to send its packets. So the way the minutes get onto the backbone and extended network is different whether you are an IP Telephony company vs a traditional telephony company. And therein, lies the cost savings. Pls respond, telecomguy. These are the arguments I have heard. What do you think?