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: Sawtooth who wrote (15934)	8/11/1998 10:40:00 AM
From: Zoltan!	Respond to of 77400

Cisco Systems Inc. The Wall Street Journal -- August 11, 1998 Business Brief -- CISCO SYSTEMS INC.: Patent-Infringement Suits Are Filed Against Lucent Cisco Systems Inc. countersued Lucent Technologies Inc. in a patent-infringement case kicked off by a Lucent suit filed in June. Cisco's two countersuits claim that Lucent has violated 11 Cisco patents involving switches, gear that connects computers inside a company and over telephone lines. The Cisco suits were filed yesterday in U.S. district courts in Delaware and San Jose, Calif. The original Lucent suit accused Cisco of violating eight of its patents. San Jose-based Cisco and Lucent, of Murray Hill, N.J., are competitors in the market to provide equipment to telephone companies, Internet-service providers and others building next-generation networks to combine data, voice and television signals. Cisco's suits seek unspecified damages and injunctive relief. interactive2.wsj.com

To: Sawtooth who wrote (15934)	8/11/1998 10:50:00 AM
From: Mike Mitchell	Read Replies (2) \| Respond to of 77400

Why would it be easier to migrate from voice to data than the other way around? I'm not a super-tech, but it seems that the migration is really one of circuit-based networking to packet-based, regardless of the traffic. The convergence is happening BECAUSE packet-based networking has advanced to the point it has. It may be easier to ensure quality-of-service on circuit based networks, but those methodologies don't carry over into the packet-based world. IF this is true, it seems the data guys have the lead. All LU/NT are bringing to the game is an installed customer base, a considerable checkbook, and a realization that they need to do this to survive. Not to say that this won't be enough. Comments/Corrections? Mike

To: Sawtooth who wrote (15934)	8/11/1998 10:58:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Tim A. I think you'll find packet networks are a new turf for the circuit switchers. LU, NT, etc.. will have to learn this new technology, so no - they will have a difficult time. Packet switching is far more complex than circuit switching and cicuit switching expertise will help little. Furthermore moving voice over this infrastructure is different as well, so these "old-world" companies will need to re-learn how to package voice for transport. They do however have a lead with the voice interface technology and a lead with their contacts in the carrier nets. Without going into a long dissertation and explanation here I'd give the edge to the data guys. If you need more explanation it'll have to wait until the weekend. Gary (OG)

To: Sawtooth who wrote (15934)	8/11/1998 4:16:00 PM
From: mrclinton	Read Replies (3) \| Respond to of 77400

My opinion on the migration debate is this. The argument about who's gonna find it easier to do, ie. IP vendor/Voice switch vendor, is largely academic. The perception of the customer in this matter as to who has the detailed knowledge/experience of the present intelligent voice network (this also includes installed base) is nine tenths of the deal here. Cisco will have to get to grips with offering fault tolerant SS7 platforms to carriers in order to achieve their aim of beating the NTs LUs, Ericssons, Siemens etc of this world. I'm not suggesting this is impossible for them to do so, but being politically well connected with carrier's current voice network people is very important. The Lightspeed acquisition did not get them that. Carriers if anything, are paranoid about the stability of the circuit switched networks and insist on long burn times for switch-software. If Cisco can win a big contract with someone like AT&T that would give them huge credibility. If someone else managed it, they could quickly become a dominant player in this convergence contest. Nothing too controversial here I hope.

To: Sawtooth who wrote (15934)	8/12/1998 1:40:00 PM
From: RetiredNow	Respond to of 77400

"I think it's generally agreed that, all other things being equal, the migration from voice switching (telecomm) to data switching (networking) is technically "easier" than the reverse." Wrong! The world is moving to packet switching, which Cisco was built on. LU and the others who thrived on voice switching are living on borrowed time, selling antiquated equipment. VoIP is the clear direction all the majors are moving toward. LU will come up with a whole slew of products to compete in this arena, guaranteed. But Cisco is already there, my friend.