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To: JohnG who wrote (103879)9/8/2001 8:38:39 PM
From: marginnayan  Read Replies (1) | Respond to of 152472
 
A fiber connection to every home and business would be the ultimate in service and take even more of CISCO's potential market.

I remember that in 1996 there used to be a company called Westell involved with DSL tech. At that time some people indicated that Westell most likely would not succeed since fiber to curb will soon be a reality. It is 2001 and I am still counting.

You will never hear Chambers admit that routers are being displaced by fiber and wireless -- but that is exactly what is happening to a portion of his potential market.

I could be wrong. But I think data and voice networks will continue to exists as separate entities for a long time. As long as web surfing is TCP/IP based, I think routers will continue remain in demand for data networks. They have yet to figure a way as to how to route (switch) a packet present in wavelength without converting that wavelength part into real electronic IP packet.

Its Chambers that bothers me. He goes around spreading doom and gloom about the status of the network economy and the economy in general

In my opinion Chambers does have a good handle on the networking industry and even economy in general.
Was he not the first one to indirectly indicate FED to cut rates?
Well it was a tech bubble and if you let it burst in one shot, then things really get nasty.