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

To: Eric who wrote (13596)	4/20/1998 7:17:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 77399

Eric, Thanks for the post to the boring portfolio, I pasted the CSCO portion for all to see. As for Cisco, its stock jumped $1 13/16 to an all-time closing high of $72 1/4. The Kid and Ciena (Nasdaq: CIEN) announced today that they would cooperate to develop technologies to accelerate the deployment of optical networks for carrying voice, video, and data. According to a press release, Cisco and Ciena will help enable service providers to build high-capacity IP backbones by interfacing Cisco's 12000 Gigabit Switch Router (GSR) directly to Ciena's long-haul, dense wavelength division multiplexing (DWDM) systems. Future activities will include integration of additional platforms and interfaces, including support for asynchronous transfer mode (ATM). Whaa? Well, the way I understand it, which is far from perfectly, is as follows. A recent industry report claims that Internet traffic is doubling every 100 days. Put the Compounding Clown to work on that growth rate and you'll run out of digits way quick. This rapid growth of data traffic has now swamped voice traffic in total volume, and this is forcing telecommunications service providers to re-evaluate the way they build their transmission infrastructure. Those service providers are concluding -- or will, says Cisco -- that it makes more sense to upgrade their networks to transmit data optimally as well as carry voice than it does to upgrade them simply to carry more voice and, far less optimally, transmit data. A unified solution optimized for data (rather than voice) is also more economic than is investing in entirely separate networks for voice and data. Cisco wants to position itself to help service providers building those unified networks. And the announced alliance with Ciena is another step toward that objective.