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: zbyslaw owczarczyk who wrote (11906)	1/29/1998 1:51:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

last fall MCI have chosen NN as a strategic vendor for its nationwide ATM network (much biger then US West) does this mean that it will terminate CSCO as a supplires of routers for IP ?. Do you mean Worldcom? Hey, everyone is in this network, Ascend, Cisco (StataCom) and NN. I think announcing a stratigic alliance with NN is just PR by NN. Don't read too much into it - espeically with this carrier. What makes you think MCI is going to move to NN routers...that would be ridiculous. Where are you getting your data? Last fall BT(forth largest telecom)has decided to move its core !!!! network to ATM using NN ATM platform. Same as above. Cisco/strataCom are all over this network as well in a major way. Apparenlty these carriers don't see NN and Cisco as mutually exclusive. Investment in core network is enormous investment compare to what US west is doing. How do you figure that? Do not underestimate NN. This I agree with. No competitor should be underestimated. But NN is relying on incumbancy to win deals while Cisco is carving out new ground and pushing the envelope of multiservice over IP environments. If this "change in the rules" succeeds then Cisco stands to be the biggest winner. ATM will still be a core technology, but the majority of the build out will be at the edges of the net with IP switches and access routers. Furthermore, as ISP and RBOC's push the paradigm the IXC's will be forced to follow suit further stimulating demand. The alternative is to become a vendor of commoditity bandwidth - a losing proposition. Why is all this going to happen. Because the race will be to deliver value added services for which the carriers can charge - not simply access at a low rate. Just in 1996 CSCO CEO was joking about ATM when NN was very serious about this technology. Yeah, That was an expensive joke. A $4.6B joke. Somehow that doesn't seem like much of a joke to me. Given the win at US WEST I suspect he wasn't joking at all. Gary