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: JRH who wrote (13781)	5/1/1998 3:09:00 PM
From: Thomas M.	Read Replies (2) \| Respond to of 77400

To quote Robbie Stephens: ...At the traditional GTE unit, we believe that their 5 year $1 billion strategic agreement with Cisco has been canceled. We believe that going forward the run rate of this relationship will be a maximum of $50m per year. In conversations with GTE, they have indicated to us their desire to buy their core switching equipment from Ascend... Sorry, I can't send you the pink sheet that says "Canceled", so we'll just have to settle for this. -vbg- Tom

To: JRH who wrote (13781)	5/1/1998 3:19:00 PM
From: Thomas M.	Respond to of 77400

More from Robbie Stephens: ...the severity of the Cisco BPX failure during last week's AT&T frame relay outage plays very well into Ascend's hands. The frame relay network went down due to the BPX's inability to reroute traffic and handle signaling between switches. Ascend has a distributed signaling architecture and is known as having the best rerouting capability among ATM switch vendors. The Newbridge 36170 has a centralized architecture and has trouble with both signaling and rerouting and the BPX has trouble with rerouting due to software issues. Last week's events at AT&T (especially the tens of millions of dollars lost as they repay their customer's SLA agreements) were very fresh in the minds of the operations guys at BLS when we talked to them earlier this week... But, according to you, no damage has been done to CSCO's rep. -vbg- Tom