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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (8274)	8/29/2000 5:28:27 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Frank- I should have said the, "The old school of marketecture out of Cisco says...." I've listened to Chambers speak in a derogatory manner about their competitors over the last couple of years in their quarterly CCs. I've even mentioned his comments in a few of my summaries upstream. He would say something like "Working from an incumbent telecom equipment position into the new converged world of voice/video/data is a position that will not work. But coming from a dominant position in the data world into the new converged network has many advantages, etc., etc..." But as they now move beyond the enterprise where they truly have simply dominated, and up into the access space(telco and cableco world), your points are very well taken. But do you really hear them coming out and saying, "Long live ATM." If you have any urls of this nature, I would like to read them because that would be an interesting public face of Cisco I might have missed. I really need to follow them more closely and would enjoy reading, and/or listening to, anything of this nature out of Cisco. On a similar note, they have no circuit-switched voice presence(like TLAB, ADCT, and ANTC), do they? All their HFC voice stuff is IP based, right? Just want to make sure I'm not missing anything because, quite frankly, my position in CSCO is a lot smaller than my position in their competitors within the access space. Cisco always scares me but I can't get over their market cap to take a larger position. Thanks. -MikeM(From Florida)

To: Frank A. Coluccio who wrote (8274)	8/30/2000 2:08:40 PM
From: Stephen L	Respond to of 12823

RE CISCO In addition to the products, mindset and acquisitions you mentioned in your not I was wondering of you have any thoughts on the CSCO tech paper referencing Avanex "filters" (I would guess the power mux). Or if you have an info on the 15454. Can this combination with the suitable software (if it ever exits) create a network capable of managing wavelengths or light paths without resorting to the more elaborate framing and multi lay networks of Sonet or Sonet dressed up as 10GbE? cisco.com Thanks in advance Steve