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

To: Eric who wrote (14363)	6/3/1998 12:20:00 PM
From: Bill	Read Replies (2) \| Respond to of 77400

Don't get too excited. Most of the announcement was BS and many industry analysts agree: Analysts Sour On Sprint Network Plans (06/02/98; 8:24 p.m. ET) By Mo Krochmal, TechWeb Technology analysts are unsure whether Sprint can pull off the ambitious network plans it unveiled in New York Tuesday, and some went so far as to accuse the telecommunications company of promoting services it may not be able to offer. Sprint rolled out its Integrated On-Demand Network strategy, a plan implemented in partnership with Cisco and Bellcore to provide "virtually unlimited bandwidth" over single telephone lines. The strategy lets users sit down at a communications buffet and gobble up buckets of bits using data, voice, and video over existing copper lines. The plan depends on Sprint being able to buy capacity on the local data networks that many of the regional Bell operating companies (RBOCs) are planning to build. Calling it an "integrated on-demand network," Sprint plans to sell it as one-wire-does-it-all, using one network connection for multiple phone lines, access to the Internet, and advanced data services. The offering will be made to large businesses later this year, general business clients later next year, and residential consumers in late 1999. The announcement was made at a Broadway theater, with a cast of actors acting out scenarios in a multimedia presentation. "This is smoke and mirrors, covering up a bad earnings announcement," said David Goodtree, director of telecom strategies for Forrester Research, a Cambridge, Mass., research company. "They were not creditable. They threw in every networking buzzword in a grand concept of fuzziness. There is nothing there." Goodtree said he could not see what magic bullet Sprint had that other telcos like AT&T, MCI, Bell Atlantic, Quest, and Williams did not. I have renewed respect for Forrester.