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Technology Stocks : Cisco -- Ignore unavailable to you. Want to Upgrade?

To: Frederick who wrote (361)	11/29/2000 8:58:31 PM
From: Alidotr	Respond to of 405

My understanding is that all new phones at CSCO are IP phones. Hasn't CSCO traditionally used Definity PBXs and not Meridians? It seems like an odd question to ask a nortel guy though, NT has a pretty well defined migration strategy from their existing circuit based PBXs to IP Telephony solutions. I actually think that NT has done a pretty good job of setting up a transition from their legacy products to packet based products. The strategy that they are using with their customers is that they offer a slow, smooth and safe transition when the customer is ready. I guess the point though is, every IP telephony system that CSCO sells eats into LU's and NT's market share. And I believe that the imminent release of a viable IP telephony solution helped to stall PBX sales for LU and NT (LU especially). As far back as 18 months ago, I heard of situations where LU was basically giving away 5 year leases on PBXs in the hopes of slowing IP Telephony deployments and at least recovering the service revenues.