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

To: Bill who wrote (14364)	6/3/1998 1:12:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Bill, Simply because the guys at Forester don't understand the technical jargon doesn't make the Sprint announcement and promise of technological evolution a pipe dream. Perhaps Forester should hire some technology experts who understand the future. The fact is, Sprint is announcing a network environement which all the vendors and Service Providers are driving towards. Single line access from a business or residence to a single integrated network capable of delivering all services be it Internet, video on demand, voice, telemetry, etc.. This concept is not new. What is new is that a Service Provider had the vision to work with a vendor that has the ability to make it happen - ene to end. No other vendor can do it...Cisco can. Now, granted dates may be aggressive, and there could be an element of washing what is expected to be bad earnings report. But by now means is this announcement a pipe dream. It should be interesting to see how other vendors and SP's react. This, in my mind, is the begining of the arms race. Cisco, ASND, LU, NT, NN should all benefit going forward and stock valuations will increase given status quo market events. Gary

To: Bill who wrote (14364)	6/7/1998 4:31:00 PM
From: Jacob Snyder	Read Replies (3) \| Respond to of 77400

Bill & Gary: re: "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." Goodtree is exactly correct. Anything Sprint can do, the others can. There is no franchise possible for service providers. They have to bet the firm on their guess about which technology will turn out to be the most efficient/scalable/reliable. That's why I made a basic decision, during this era of digital convergence (yes, it's really here) to invest in infrastructure (and possibly content) providers, and not service providers. There is going to be massive overbuilding, there is going to be many billions spent on hardware that turns out to be a technological dead-end. There will be a darwinian winnowing out among the service providers. Fiber-optic networks are being built the same way railroad networks were put up 120 years ago. Cisco is like the company selling engines to all the railroads in 1880. And Cisco will sell to all of them, the losers and the survivors and the winners. And you don't really need to understand all the technical mumbo-jumbo, because any guess about which piece of equipment is best, is just that: a guess. I'll let the market tell me, and I'll bet on their past track record. When you buy CSCO, you're not relying on the success of any particular piece of equipment. No matter how good it is, it'll be obsolete soon anyway. Rather, you're buying the management, the culture, the balance sheet, the track record of being first to market with the best. And, again, I let the market tell me which is the best. Discussion of the technical merits of any particular piece of hardware is just noise in the signal, to me.