Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Glenn D. Rudolph who wrote (10505)	11/17/1997 1:35:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

To everyone interested: John Chambers Live Keynote Address at Comdex/Fall '97 View the live webcast of the John Chambers Keynote Address at Comdex/Fall '97 in Las Vegas, Nevada - Tuesday, November 18, 9:00 a.m. - 10:00 a.m(PST): "The Internet -- Changing the Way We Work, Live, Play and Learn". Mr. Chambers will offer a thought-provoking discussion of how networking is changing many aspects of our lives, and its implications for business in today's economy. You will learn how a company gains a competitive advantage when its business processes are networked to improve communication and provide world-class service. here 209.67.65.42 Regards

To: Glenn D. Rudolph who wrote (10505)	11/17/1997 6:17:00 PM
From: Sonki	Respond to of 77400

Cisco Keynote Highlights Rise Of Networking Date: 11/17/97 Author: Michele Hostetler Soon, it won't be any big deal for voice, video and data to zip through a single networking line. So says Cisco Systems Inc. Cisco CEO John Chambers plans to discuss how networking advances will alter businesses and homes in his keynote address 9 a.m. tomorrow at Comdex/Fall '97. He'll be the first networking executive to give a keynote at the largest computer trade show in the U.S. As the networking industry's largest player, San Jose, Calif.-based Cisco's words have clout. Chambers recently spoke with IBD about the upcoming wave of voice-video-data products and Cisco's place in that market. IBD: How has the networking industry changed in the past few months? Chambers: The average person's awareness (of networking) has increased dramatically. I'm talking more and more often not only with key technicians, but with executive vice presidents or chief executive officers. We're talking about how networking is changing the way people live, play, work and learn. We compare (networking) to the industrial revolution of 100 years ago. The Internet revolution will have every bit as much effect on society, companies' success or lack of success, and even countries' success . . . except it's not going to occur over two or three decades. It's going to occur in one. I think now you're beginning to see the average business person understand what this really means to them. IBD: What technological change will next spur the industry? Chambers: I think the one that's spurring the industry right now is an end-to-end solution from one vendor and its partners. (End-to-end) allows you to implement technology at a much faster pace and with a much lower cost of ownership than if you had to piece together a whole bunch of technologies from different vendors. The second thing that I think is going to spur the industry is data-voice-video integration and the applications and cost efficiencies that go with that. IBD: When will voice-video-data networking take off? Chambers: It's already happening. It happens differently depending on the company, the applications, the industry (and the) geography. In Europe, combining voice, video, data comes from a cost-efficiency point of view, because there the LAN (local-area network) network is very expensive. In the U.S., where the lines aren't quite as expensive, that's an element, but multimedia applications are a key driver. I was in one of the more conservative sections of the U.S. - Atlanta - and I asked the 105 customers at a breakfast meeting how many of them were planning on combining their data, voice and video networks over the next three years. Over 90% raised their hand. That's a huge change. A year ago you might have gotten 10% to 15%. IBD: How long has Cisco worked at integrating these technologies? Chambers: We've been focused on this for two years. We now have 15 to 20 data-voice-video products under development. We made it a top priority this calendar year. IBD: How about smaller businesses? Chambers: We continue to make good progress in small to medium-sized business. However, I'm not where I want to be - by a long way. Our competitors candidly do a much better job in the channel than we traditionally have. Our routers and midlevel switches are doing well. We have some work to do in low- end switches. We made price-performance improvements. You'll see new products out next quarter that will address even more the low-end part of the LAN switch market. IBD: Have sales to Internet service providers increased? Chambers: We're focusing more on the ISP market. This is the first quarter (the second fiscal quarter ended Oct. 25) where we saw double-digit growth in the service provider marketplace.