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

To: Victor Lazlo who wrote (53411)	5/28/2001 7:54:02 AM
From: Stock Farmer	Respond to of 77400

Hi Victor - I dunno... Maybe it's a matter of market definition: "The $183 million market..." doesn't seem to be that big of a slice relative to what I thought was being touted as the holy grail of revenue growth. I get a kick out of these guys jockeying back and forth, claiming #1 position on the points of the pins that each of them occupy relative to the entire sewing machine. Dissing the pins of others as small slivers of metal. What counts is overall revenue and revenue growth rate and the cumulative effect over all markets. IMHO. Individually, each of these cries of "Look ma, I got an A" is just noise. The closest we`ve seen is mindmeld`s market forecast rollup. Which this helps to calibrate. John.

To: Victor Lazlo who wrote (53411)	5/28/2001 11:48:18 AM
From: Graystone	Read Replies (2) \| Respond to of 77400

Metro Rings or Cisco in the city A quick read of the news reveals a large number of metro ring buildouts. The metro ring buildouts require very little equipment to deploy, they are comprised primarily of fiber in the buildings and ground. The headend of a metro ring is generally connected to a transport solution that is optical. Your list of leading metro ring companies seems to be correct does it not ? The interface between a metro ring and building equipment (CPE) has to straddle the line between the customers $60.00 5 port hub 10M Ethernet on one hand and light on the other, this is where Cisco rules. I have a definite bias here <grin>. Metro ring completions are advancing at a good pace all over the world and as this segment of the next network is built sales patterns for equipment will reflect that maturation, count on it.