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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (11220)	5/9/2001 8:26:07 AM
From: Peter Ecclesine	Read Replies (1) \| Respond to of 12823

Hi Elmat, >>My scenario for the next years: CSCO will sell telecom gear via big vendors (LU, SI, ALA, NEC or NT). Then they will sell LAN gear to the enterprise directly. The invasion of each others turf -CSCO going to telecoms and big telecom vendors going to data networks- will be gone in a year. Those big telecom vendors will stop such purchases done to match CSCO bluff: ERICY/Juniper. LU/Ascend, NT/Baynetworks and ALA/Newbridge. << From CSCO's Mike Volpi in yesterday's CC:"Have 90% share of European 2.5G and 3G Mobile network backbones" - [via Siemens, Nokia and Ericsson. Cisco sticks to the IP core, and the big vendors provide the RAN.] >>CSCO, in its turn, will stop trying to be everything to everybody. Call it the end of convergence. << Profit contribution drives decisions, including Sr. VP compensation. petere

To: elmatador who wrote (11220)	5/9/2001 8:34:56 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Be ready to see many more pacts as this between ERICY and Tellabs in the future:" elmatador- If I'm not mistaken, this agreement has been around for a few years and has resulted in little to no sales of the Tellabs....oh I just remembered. It was an agreement for Ericsson to sell Tellab's MartisDXX(SDH cross-connect) in Europe. As a matter of fact, in one of the CCs in 2000, I thought TLAB was going to throw in the towel with Ericsson and go after European market direct. Wonder what has changed for them to now want Ericsson to represent their FOCUS system? I can almost remember why Ericsson didn't push Tellab's Martis product....I think it had something to do with a competing in-house Ericsson product but I'm fuzzy on the details. -MikeM(From Florida)

To: elmatador who wrote (11220)	5/10/2001 12:08:19 AM
From: zbyslaw owczarczyk	Respond to of 12823

My scenario for the next years: CSCO will sell telecom gear via big vendors (LU, SI, ALA, NEC or NT). Then they will sell LAN gear to the enterprise directly. The invasion of each others turf -CSCO going to telecoms and big telecom vendors going to data networks- will be gone in a year. Those big telecom vendors will stop such purchases done to match CSCO bluff: ERICY/Juniper. LU/Ascend, NT/Baynetworks and ALA/Newbridge. CSCO, in its turn, will stop trying to be everything to everybody. Call it the end of convergence. Investors should take this 3.000 to 150 drop with a grain of salt. Elmat why NT or ALA should sell CSCO gears if they have already better one? may be you should to revisit your prevoius prediction ( DSL). whatever you said the reality is opposite. may be short visit to doctor could help..... wireless has its place and you job will be OK, and you do not need to be marketing, PR department for wireless industry. as far 3G it will takes amny years to see full benefit. but so far 3G got ahead of itself ZO