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

To: The Phoenix who wrote (8289)	8/30/2000 7:24:19 PM
From: Frank A. Coluccio	Read Replies (4) \| Respond to of 12823

Hi Gary, thanks... I wasn't aware. Re your question, it's chicken and egg to a large degree, but yes. I guess you had to be there in '87 to watch the beginnings of the race between Cisco and Wellfleet, at the time, to appreciate what has taken place in these regards, since. Yes, I'd say it's a win-win for all involved (septin' for some of Cisco's competitors, of course_g_), in the end. My point was that, the model that was perceived as the evil, inferior legacy model (the one that we needed to step on the back of in order to ascend to new heights) in many of the near tirades I've watched on TV and read in interviews was the very opportunity that allowed the new, good model to shine through. Cisco happens to be on top with this model today, and this is due not only to a brilliant corporate framework that Chambers has helped to put together, but also due to their superior ability to spin and get out the message in a way that CIOs and various sectors of the telecom and Internet business worlds can relate to, directly. I hope that no one takes offense at this, but it's very reminiscent of the grip that IBM had on corporate America back in the mid-Eighties, in many, many ways. And from this, I see some other artifacts beginning to develop that have nothing to do with the differences between TCP/IP and SS7/AIN. But I digress. So, taking shots at the old is in some way like biting the hand that feeds you. You have to see the symbiosis there. It's an old story, you've probably heard it a hundred times before. Spin? It's a requisite for survival. Sure Chambers spins and spun, that's his job. And he continues to do a good job of it. To fully grasp the degree of spin that exists, however, one has to be very deep into the thick of the technologies that are being bandied about. Yes, there is spin. But if it wasn't coming "from" the John C.s and Jim Crowes, then it would be coming from some other party, and possibly some day being directed "at" them. The optical paradigm threatens this to some extent, and that is why the sudden, if not late, rush by Cisco to begin chasing photons in earnest, at this late stage. Relative to the other top vendors in the optical space, that is. FAC