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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: JLS who wrote (29082)7/7/2000 10:55:07 AM
From: Kaliico  Read Replies (2) | Respond to of 57584
 
CSCO and VOIP, on to something interesting here, any thoughts from the thread?

One of my contacts in silicon valley has mentioned to me that CSCO is buying TONS! electronic parts from his firm as part of production of an internet phone called Celestica, what? CSCO getting into the internet appliance biz? let alone a consumer device?

any thoughts?

Kaliico

A little blurb, but talks about backend strategy :

Company Press Release : Wide Range of High-Quality
Product Lines Earns Cisco Systems the 1999 Frost &
Sullivan Market Engineering Product Line Strategy Award

Monday March 27, 9:44 am Eastern Time

SAN ANTONIO--(BUSINESS WIRE)--March 27, 2000--Cisco Systems
(Nasdaq:CSCO - news), the leading supplier of networking equipment and network management for the Internet, was awarded the 1999 Frost & Sullivan Market Engineering Product
Line Strategy Award.

Voice over Internet protocol (VoIP) technology, part of Cisco's diverse product line, is spurring a recent growth trend in the once-idle private branch exchange (PBX) markets. VoIP
products enable customers to migrate voice over data networks. Cisco is helping Internet service
providers (ISPs) enter the voice market by enabling users to make long distance phone calls or fax transmissions over local telephone lines at a lower cost. ISPs can slightly upgrade their
existing IP networks and use a Cisco access server as the VoIP gateway. This new technology allows ISPs
to provide additional services, which will increase revenues and expand customer bases. Furthermore, it allows ISP subscribers to make calls over the low-cost IP networks using any
telephone.

Cisco also provides its customers with voice over frame relay and voice over asynchronous transfer mode (ATM) products, which compliment VoIP products. Cisco's customers who are
already present in frame relay or ATM environment will find it easier to place voice over their data networks. Despite a broad customer base, Cisco offers cost-effective
solutions benefiting any size customer, from small businesses to large carrier communities.

``This product line is designed to support gradual investment and migration by customers, allowing Cisco customers to migrate its voice applications to the data network without
continuously reinvesting in all new equipment,' says Suresh Joseph, a Frost & Sullivan industry analyst.

``We are pleased that Frost & Sullivan has recognized Cisco's contributions to the packet-telephony revolution,' says Ian Pennell, director of Cisco's Managed Services Access Business
Unit. ``Cisco's 2600, 3600, and MC 3810 modular multiservice access platform solutions are enabling
enterprise customers and service providers worldwide to easily and cost-effectively upgrade to integrated voice/data networking, while preserving their investment in Cisco WAN
products.'

About Cisco Systems

[snip to end]

biz.yahoo.com



To: JLS who wrote (29082)7/7/2000 10:25:21 PM
From: carepedeum2000  Read Replies (1) | Respond to of 57584
 
thanks julie, good entry points, remember to profit often, i dont think their is a big bull in this market, it can turn on a dime, i wouldnt turn my back on it
good luck