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

To: telecomguy who wrote (31551)	1/27/2000 12:41:00 PM
From: Bill	Respond to of 77400

Thanks for the distinction. The UK, with its relatively deregulated telecoms, is still onerous on local calls. Looks like the rest of Europe could take many years to evolve that last mile. No wonder wireless local loop is so popular there.

To: telecomguy who wrote (31551)	1/27/2000 1:29:00 PM
From: Fred Rollins	Read Replies (1) \| Respond to of 77400

I heard a "rumor" that Cisco will announce a stock split on Feb. 8th with the earnings report. Cisco has a record of splitting when it is in the $110 range. Anyone know anything about this?

To: telecomguy who wrote (31551)	1/27/2000 2:10:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Telecomguy, You are wrong. VoIP translated is Voice Over Internet Protocol. It can be run over a public or private network - VoIP does not preclude either. Yes, another term is internet telephony which is a finer term for VoIP when used over the interent. VoIP is in it's infancy so your assumptions about what and how VoIP can be used are very narrow. Think about it... you have always on connectivity today with Cable, DSL, and wireless. If you have a IP telephony device you can support end to end telephony over a public or private infrastructure. With guaranteed QoS you would/could have a parallel telephony network to the cicuit switched infrastructure....but the infrastructure and vendor companies know that building a "me-too" telephony network is useless. This is why the providers (MSO's and LEC's) will begin delivering integrated (data/voice/video) solutions over a common line. Once done users will teriminate the circuit switch telephone agreement and remove those lines. This will not impact the telephony backbone infrastructure (at least not immediately) but it will have an effect on circuit switched telephony deployments on the network edge. where is the economics of this model The economics is in integration... it's not about voice only anymore and in fact voice accounts for a smaller percentage of total traffic everyday as more and more users come on to the net. Soon broadcast video will be there too - using guaranteed QoS...and voice will be an afterthought. Your limited understanding of IP telephony is apparent. Maybe you should stay focused on being a "telecomguy". OG