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


To: The Phoenix who wrote (15938)8/11/1998 2:51:00 PM
From: Tulvio Durand  Respond to of 77400
 
... I'd give the edge to the data guys. If you need more explanation it'll have to wait until the weekend. Please do so, as I do believe this is the crux of future competitiveness between LU and CSCO in the data-over-voice and voice-over-data marketplace. Please also comment on the apparently superior quality and reliability of present voice-only networks compared to voice-over-data networks would all but disappear when converted to packet-switched voice. Thanks. Tulvio



To: The Phoenix who wrote (15938)8/13/1998 4:53:00 PM
From: mauser96  Respond to of 77400
 
I would be delighted to hear further explanation on the subject. My expertise lies elsewhere, but it seems that the technologies and other factors are so different that both will find that it's not easy to poach on the other's territory.