Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: speedskier who wrote (41195)	3/30/2001 2:01:35 PM
From: EnricoPalazzo	Respond to of 54805

I can't substantiate this, but a Cisco employee last week told me that the vast majority of their business in the U.S. is through partners. Very little of their business is direct. That doesn't surprise me, but it does impress me. Talk about a value chain. Thanks again.

To: speedskier who wrote (41195)	4/1/2001 8:18:37 AM
From: Seldom_Blue	Read Replies (1) \| Respond to of 54805

I don't see Cisco replacing telco 5ESS or DMS100 Central Office switches any time soon, and this is not Cisco's targeted market. However, the enterprise market is big business for the telcos. Large customers routinely sign multimillion $ contracts with a telco for voice services, either on a Centrex or PBX platform. Do you see someone like SONS making any headway into replacing the voice switches with IP based solution? It seems like this will be primarily a niche market on the telco end. If I understand your previous writing correctly, the telcos does not have to have IP based voice switches in order for AVVID to work. TIA Seldom Blue