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To: Yaacov who wrote (11699)	1/22/1998 5:12:00 PM
From: The Phoenix	Respond to of 77400

Yaacov, Analysts all have they're own perspectives which vary widely. In the case of SBC, given that they gave no explanation, it's difficult to say whether or not this move makes sense. As for earnings, Cisco's FYQ2 ending this weekend, it's my opinion that SBC has blundered badly - Cisco will not disappoint. Of course this is just my opinion, but it seems to me that if Cisco were going to miss they would've warned. Instead they were talking a pretty upbeat story going into the quiet period. Question. For what reason would they miss? It's been stated at infinitum that Cisco is far less exposed to Asia than other networkers. It was also mentioned multiple times that inventory increases are a result of increased sales via the internet (in order to assure quick delivery). So, where's the bad news? If someone has some tangible reasons why Cisco misses please share it. JRH, Your question about Nortel and Lucent competition is a reasonable one to ask. I think "mindmeld" is correct with his/her assumption that this market will not converge for quite a while. In the meantime there will be a few strong vendors that will continue to dominate, gain market share, and pluck up companies that help them build a robust strategy going forward. Someone made a comment about Cisco being dominant in the networking business (which is true) and that they will defend this turf at all costs (which is true). The trouble with this point of view is it fails to look at how the communications landscape is changing. Convergence of data and voice networks is here. This is good news for vendors since this will likely mean more churn in enterprise and service provider nets. The result will be an increase in revenues for these larger players leading me to believe that analyst's expected slow down in the sector may be over stated. Nonetheless, given these assumptions, this convergence does bring up the issue of traditional data infrastucture providers such as Cisco competing with traditional voice vendors. Cisco, Lucent, Nortel, Alcatel, NEC, etc.. all have a good shot at the converged data/voice space. Likely acquisitions along with way will include Ascend, Bay, Newbridge, Mitel, and many other smaller players. So: if you believe that this churn will continue and that data/voice integration is real, if you believe that there will continue to be increased demand for access to networks (read internet, video to the home, advanced services, etc.) both for business and personal use, then you have to believe that the larger more established communications vendors will continue to see growth for the next 5 to 10 years. Given this each individual needs to make thier own informed descision at to whether this represents a good sector to invest in given their personal investment goals. I for one am a big believer in the networkers! I'm long Cisco no doubt! Gary

To: Yaacov who wrote (11699)	1/22/1998 11:20:00 PM
From: emichael	Read Replies (2) \| Respond to of 77400

AFC "AFC is committed to developing standards-based solutions. The Aware/AFC Solution provides carriers with the advantages of simplified installation and reduced costs and the security of knowing that the system is ANSI-compliant." James Hoeck, chief technologist and co-founder of AFC Cisco This agreement is an important milestone in our strategy to work with leading telecommunications and data communication equipment manufacturers who we expect will drive the deployment of higher bandwidth telecommunications networks worldwide" Jim Bender, president and chief executive officer of Aware Ericsson Utilizing the Aware/ADI technology, Ericsson's ANx ADSL-based modem will enable high-speed, end-to-end transport of ATM data packets over the last mile to households using ANSI/ETSI compliant technology. Reltec RELTEC Corporation and Aware, Inc. joined to deploy digital multicarrier technology for telephony to provide POTS, Calling Name and Number, FAX and data services to Pacific Telecom, Inc. (PTI) subscribers in an ongoing field trial at Rocky Ford, CO Teltrend "We picked Aware for the combination of Analog Devices chip technology and Aware's systems level experience. This agreement has given Teltrend the jump start we need to compete effectively in the emerging ADSL modem and system market. We like Aware's DMT technology approach." Jose Enciso, head of broadband engineering at Teltrend US Robotics/3Com U.S. Robotics licensed Aware's DMT technology for use in Digital Subscriber Line (DSL) products in development. DSC DSC Communications Corporation integrate 's Aware's asymmetric digital subscriber line (ADSL) DMT technology into the DSC Litespan product line.