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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (32207)	5/9/2001 2:49:41 AM
From: Johnny Canuck	Respond to of 68350

From CSCO CC: Business/Product Segments Exited: Those that were too soon to market, users not ready to deploy, market not mature enough to make money Optical Switches (Montrey acquisition) Some Video Networking products Service Provider Unified Message Systems Broadband CPE for cable, DSL , fixed wireless VOIP Management Appliances Legacy Products or Products getting commoditized too fast TDM centric products such as programmable switches Digital Loop Carriers (DLC) Cable Modems developed to European standard Low bandwidth ATM militplers ********************** CSCO still seeing demand for DSL. Lack of competition for ILEC's will slow deployment. Seeing pricing increase for DSL lines from carriers. Issue for users right now is not price but availability. Metro Optical strong, will re-focus optical program on that area. Some pricing pressure from used equipment. BTB was 1. Fairly consistent across all sectors. Lead times back to 1 to 2 weeks. Seeing a bottom. General sales force missed the bottom/top by 1 to 3 months. Current in that window for US now. Europe about 1 to 2 months behind. 10 percent of revenues were dot.com companies. That revenues gone forever. Expect 13 percent growth rate over new few years. Current year will be flat. Expect accleration a few years out. Routing revenue down 26 percent this Q. Switching revenues down 22 percent this Q. ********************** Harry's Fall out of these comment: AFCI is effected as their business is DLC to ILEC's. VOIP comment needs clarification, but BRCM (Hothaus acquistion), CLRN (VOIP servers) Metro still strong. Looks good for ONIS and CIEN to less extent. FNSR, MRVL and EXTR should benefit that closer the focus shifts to the last mile. All GigE plays. Video networking products: Who will suffer? Who is taking a dominant share?