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: SAM who wrote (12941)	3/16/1998 12:28:00 PM
From: Morten	Read Replies (2) \| Respond to of 77400

Hey, I am new to this thread. For the moment I am interested in some background information concerning the strategic position of CSCO. All the xDSL forecasts seem pretty high and I have some questions about the underlying assumptions: I am not a techie, so I do not understand completely the infrastructure of the internet backbone. As far as I understand the advantage of Voice over IP or xDSL, it is the low cost of the use of the internet. Who is running the backbone and how is it financed? Are all the forecasts for ADSL based on the assumption that tarification will not change? Is there a possibility that internet usage will become more expencive? Another point of interest is the horizontal integration regarding alliances between networking and telecom equipment manufacturers and a strategic relationship with major Telecom Operators. I read about the Siemens/Italtel realationship with 3Com, and found it interesting, that Siemens has a joint venture with STET Italia over Siemens Mobile Telecoms (60%/40%). Also is Italtel owned with 50% by STET. My questions are: Is there a similar position for Cisco/Alcatel with an operator(s)? How about integration of other vendors end equipment in existing networks? Is the Software used to manage an existing network an entrance barrier for new equipment suppliers? Will Cisco be able to maintain its dominance through the IOS software? In Germany for example a law has been existing forcing Deutsche Telekom to buy equipment from national suppliers, i.e. Siemens and three other german companies. As now markets are deregulated, is it possible to integrate routers, switches into the existing network? I hope, somebody ou there is not only able but also willing to answer maybe only one or two of my questions. Bye to all, Morten

To: SAM who wrote (12941)	3/16/1998 1:19:00 PM
From: LWolf	Respond to of 77400

Shri - CPQ I haven't looked into this recently, but you probably want to check the LEAPS options strike prices and interest at www.cboe.com See what the cost would be for at the money or slightly out of the money LEAPS. At most you risk your premium, on the other hand if you want to be in CPQ and the price does manage to climb you've got the option to buy them at probably a pretty good price. I'd probably look at leaps that were within a year (rather than 2 years out..... that seems like eons of time). Laura