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

To: MikeM54321 who wrote (8275)	8/29/2000 5:44:29 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12823

"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." There's a lot of showmanship in this, and no one is better than Cisco's Chambers at it. Yes, he'll ridicule legacy this and that, but it is has been that very same legacy network that they have exploited that represents their largest opportunities to date. In the past Cisco didn't make their fortune by necessarily "replacing" the old model, instead they made their money by getting around it's shortcomings. If the model had always been all the things that they say that it should be, then we'd have never heard of Chambers or Cisco, for that matter, to begin with. Today, once they've nearly saturated the old network with the boxes with the orange bridges on them, they're now in the business of beginning to "replace" it. Or in the race to replace it. Stated another way, their "opportunities" to exploit the shortcomings of the old model are beginning to evaporate with the introduction of Ethernet in the WAN, and competition in the core, so they naturally are now in a race to beat everyone else to replace the old model with a new one. They call theirs the New Network. But even before they move fully into the "new direction", I'd not expect to hear them actually praising the merits of ATM or SONET, even as they continue to ka ching the register by selling elements of each. Except, that is, through indirect means, when presenting a solution of their own, that uses them. FAC