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

To: Eric who wrote (67065)	2/13/2005 8:48:00 PM
From: RetiredNow	Respond to of 77400

I had read somewhere that some of the phone companies are running fibre to a hub in neighborhoods, while others are running fiber to the curb. Most of the biggies are moving to fiber over the next 5 years to leapfrog cable. Many of these old bells are worried sick that cable is stealing their phone and internet business. It could be even worse. I use Vonage, so the economics of it are a no brainer. However, Time Warner charge $35, if you have the digital package cable service. That is $10 more and I think is making them less competitive. Kind of stupid. Right now, they should be eating up market share as fast as they can, because once all the bells roll out their VOIP service, the easy market share gains will be gone. Also, once they roll out fiber, then cable will have to start fighting to keep their video business. This is turning into dog eat dog. All of it benefits Cisco, in that we are looking at a new buildout boom and crazy competition.