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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 (8290)	8/30/2000 11:08:41 PM
From: Kenneth E. Phillipps	Respond to of 12823

"Wireless Technology On the Move - In more ways than One." zdnet.com

To: Frank A. Coluccio who wrote (8290)	8/31/2000 2:02:17 AM
From: elmatador	Respond to of 12823

RE: rush by Cisco to begin chasing photons in earnest... You very soon will see CSCO chasing wireless 'con gusto'. Just watch.

To: Frank A. Coluccio who wrote (8290)	8/31/2000 10:23:56 AM
From: The Phoenix	Read Replies (1) \| Respond to of 12823

Frank, Still I'm a little confused by your comments. The old world infrastructure represents the fertile ground for Cisco - if in fact Cisco can execute. To execute it means describing in clear terms what is different/better about Cisco's IP based solutions versus that of traditional circuit based infrastructures. So I dont really see any symbiosis other than the fact that the current infrastructure is Cisco's new targeted markets. As for optics - I don't believe this is the real short term threat to Cisco that many percieve it to be. Optics is indeed a way of moving packets but it occurs at very low layers (layer 1 and going forward layer 2). The game today is about services and service delivery and THAT is where Cisco appears to be focused. Transport is not and has not been a big focus for Cisco recently and in reality longer term will be commoditized - even in the optical domain. BTW - FWIW I was around in 87... and well before. ;) OG