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To: Allen Benn who wrote (7749)	5/10/2000 11:22:00 AM
From: bythepark	Read Replies (2) \| Respond to of 10309

According to CSCO's latest report, WIND-powered Cerent business is approaching a $ billion run rate. Allen - Does that statement appear credible to you, and - if true - one kind of business should this be generating for WIND ? --alan Here's the way the MF is looking at it: > Worth mentioning here, however, is the success Cisco's > having in the fast-growing optical networking space. The > company entered the market last August when it purchased > start-up Cerent and Monterey networks for $7.4 billion in stock. > Cerent had booked a little more than $10 million in sales at > that point. <snip> > In last night's conference call, Cisco officials said Cerent is > now the cornerstone of its optical networking business for two > reasons: great products and a great sales force. Cisco's > optical business is approaching a $1 billion annual run rate -- > that's up from nothing -- zero -- nine months ago, and the > company now has 300 optical customers. Not a bad three > quarters, I'd say

To: Allen Benn who wrote (7749)	5/14/2000 11:31:00 PM
From: lkj	Respond to of 10309

What must happen with Cisco is more convoluted, and much more interesting, than any possible endpoint of a linear extrapolation. Allen, We can sit here and talk about how important WRS is to Cisco, but it will take some time before the people in Cisco can pass this message to Chambers. First, the Cisco team would rather switch everyone to IOS. As challenging as it is, these guys will try. After all, this is how they keep their jobs. Until that a big screw up happens because of the OS switch, top people in Cisco may not know much about WRS. These guys are mostly thinking about providing the right solutions to go after Lucent and Nortel than thinking about controlling a networking OS. Someone around Chambers needs to show him the importance of TMS/VxWorks/pSOS for both its short term goal of beating Lucent and long term strategy of providing end-to-end communication. TMS/VxWorks/pSOS is doing to networking what Microsoft did to PC. As you pointed out that so many successful startups are succeeding, because of the strategic selection of TMS/VxWorks. But how soon will Cisco see this? There is enough reasons for Chambers to not to know this. Unless a dramatic event can bring WRS to Chambers' attention, I think Cisco will be too late to realize the monopoly TMS/VxWorks is creating. By that time, WRS will be more of a competitor than ally. Khan