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

To: Mike Wong who wrote (12630)	2/23/1998 2:58:00 PM
From: aladin	Respond to of 77400

Mike, 1. When will it (ADSL Lite) reach the market? No specific knowledge here (with Cisco products), but I do know about several trials being performed by cable and RBOC operators (from reading the trade rags). If they build it, will they come? You bet, if operators deploy high speed residential access - the demand will skyrocket. 2. If ADSL Lite is out by Xmas does it reduce the urgency of Internet2? Quite the contrary, Internet 2 and NGI (Next Generation Internet) assume high speed end-to-end connectivity in the education and research communities. To support it, Internet 2 uses Gigapop's running at OC-12 and inter-pop access of DS3 and OC3. NGI takes it to Terabit rates locally and OC-12 on the inter-pop. (NGI is further out :-) If residential consumers go from 56kb to 1mb and beyond - the commercial Internet will require Internet 2 and NGI style capacity, but on an even larger scale. 3. How will this drive demand for cisco products? To the moon! After all I do work for cisco - so you can expect me to be positive :-) The upside is that cisco can grow and continue to meet/exceed expectations and there is still room for many other companies to succeed. The market is big and still in its infancy. John