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: zbyslaw owczarczyk who wrote (35188)	5/9/2000 10:31:00 PM
From: The Phoenix	Respond to of 77397

ZO, I stated what I heard - please don't spin it. CSCO said that the ATM/IP switches are the switches that will be used in the new deployments at WCOM and that current run rates are $4B. I said nothing of, nor did I imply anything about other networks. OG

To: zbyslaw owczarczyk who wrote (35188)	5/9/2000 10:39:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77397

OH... ZO, FWIW ATM based DSLAM's are counted as a separate category from ATM/IP equipment at CSCO I believe. I know NN probably does it different but I'm pretty sure that CSCO reports these discretely. You are right though.. At a $4B run rate CSCO may not the market leader (I don't think - remember CSCO has the enterprise market and this will help the numbers).. What are the market shares and total market $ at the last report? I don't recall the total market being more that $10B.. in fact I remember it being a lot less than that. I'll check the research tomorrow. OG