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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (21333)	3/25/2000 5:48:00 PM
From: JohnG	Read Replies (1) \| Respond to of 54805

CISCO--Some think CSCO will grow rapidly for a year or two as data explodes and then CSCO will implode as fiber optics pushes it to the outlying parts of the system. As a CSCO shareholder I guess I would jump swhip at the first sign of this optic takeover unless somehow CSCO buys enough companies to compete w/ NT. JohnG

To: Uncle Frank who wrote (21333)	3/27/2000 12:48:00 AM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"I talked with a contact of mine who is an executive at a networking comapany which competes directly with Cisco. He advises from first hand knowledge that Cisco is currently shipping OC192 based products in production quantities to a major telecom." UK I have made a search of news listings concerning Cisco and OC-192 shipment product and can find nothing. Only NT and Fujitsu show up. I must be missing something here. If Cisco was shipping it's first OC192 "based products" (exactly what product(s) did they ship?) it would be a news worthy event. Especially sense this would be their first shipment in "product quantities" and to a "a major telecom" no less. More likely numerous press releases to announce to the world, and future customers, such a landmark achievement. I am coming up with nothing. Can you please direct me to the url for these press releases? If we can find nothing then I would have to draw the conclusion that Cisco is most likely shipping beta product for customers to begin their testing with (I understand customer qualification is a lengthy and difficult process). Q4/00 for production shipments would fit in with such a time table. I will do a more thorough search tomorrow if you don't have the url's for me. Thanks again for your help in this matter.