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

To: pfalk who wrote (68029)	6/6/2005 2:42:27 AM
From: Amy J	Respond to of 77400

RE: "Skype validates the concept of VoIP, and will drive the adoption of VoIP in the Enterprise market, where Cisco will really benefit." If Cisco isn't married to the success of their terminal units, then I agree completely with you, otherwise Skype has the indirect ability to displace Cisco's terminal ends with either 3rd party plain stuff or new inventions of sorts. But I think Cisco's meat and potatoes in the VoIP world isn't the low-margin terminal end units - which I bet Cisco only deployed to get the VoIP ball rolling - the real money for Cisco is with the management of all this stuff. What's not fully clear to me is how Cisco has its management hooks into Skype. Haven't poked around on this. RE: " Skype doesn't hurt Cisco" Well, maybe Linksys RE: "and on the upside, Skype's success does "expand the market" for Cisco's Gateways, Gatekeepers and call managers, and all the VoIP increases network traffic, which will prompt the further replacement of old gear (remember VoIP does require Quality of Service able networks)" This is my bet too - have the same % of Cisco as Intel now. Yikes! (Was buying during the downturn.) Have you seen Cisco articulate their story around Skype yet? Would like to better understand Cisco's perspective. Regards, Amy J

To: pfalk who wrote (68029)	6/6/2005 11:03:05 PM
From: Amy J	Read Replies (2) \| Respond to of 77400

pfalk, I think Skype-like solutions could be the preferred solution for consumers and even with some users in Corporate, while SIP-based solutions such as Cisco's are the preferred solutions for CIOs because of security. A tug of war between the users and the CIO could ensue. The individual may not care about gapping open ports exposed to the internet that beg "come here virus", but the CIO does. I think Skype-type of solutions will proliferate especially in SMB, but create a bit of a mess in corporate America where maybe there's an opportunity for Cisco to position itself as "I'll help you clean this overloaded mess." (humor) The disadvantage of SIP is trying to get thru the firewall. The disadvantage of Skype is getting thru the firewall. Danged if you do, danged if you don't. Regards, Amy J .