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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (39789)	9/7/2000 12:23:59 PM
From: telecomguy	Respond to of 77400

Mindmeld, the point about the article (although I am sure this example that was used was an exaggeration) was that building Optical network from scratch is not that simple. You just don't buy into the optical space as CSCO is finding out and as I had been predicting for years! This kind of Rocket Science phsyics required to build stable optical network is where it really pays off to have strong INTERNAL R&D (and acquire what you don't have outside). CSCO in my opinion simply lack the propeller heads & the applied engineers internally to be the first mover in the optics space where basically you have NT scientists & engineers fiddling around trying to manipulate light beams and go through an incredibly complex trial & error process (even with all their R&D) to come up with a stable, working, REAL (not PR vaporware) optics components and systems. It's not for nothing that LU even with all their Bell Labs brains haven't been able to put together a working optics systems in the timeframe mandated by McGinn -- thereby dissappointing customers and the market. CSCO is way behind the curve that NT has forged. If anyone thinks because CSCO sold a lot of routers and bought some nascent R&D companies in the optics space (Pirelli of all companies! Now that's desperation) recently that they will be a player to be reckoned with simply shows their ignorance. Yes, eventually CSCO may be able to string enough pieces of the optic puzzle to be taken semi-seriously by the Carriers. But at what price, cost? And when? By the time they start to get some serious contracts from the Carriers, it may be too little too late.