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

To: jach who wrote (17400)	9/26/1998 1:37:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77397

Jach, You should research your comments before you post. Have you visited the Cisco web site? If you do some simple searches on the Cisco web site on say, ss7, scp, voice, etc.. you 'll see a plethora of information on cisco's voice technology. They are well down that path and to assume they aren't is short sighted. Here's a couple of quick URL's I pulled...just a sampling...maybe not even the best stuff, but there is so much to chose from. Good luck on your search... cisco.com cisco.com cisco.com cisco.com cisco.com cisco.com cisco.com Oh, one other thing. Cisco, MSFT, DELL and INTC make up such a large percentage of the NASDAQ that it's not surprising that Cisco stock price at that index move in a similar pattern. Still, Cisco continues to outperform the index - translation - Cisco has, at least in the past, beat the market. Going forward if Cisco was going to warn John would not be saying he is comfortable with industry growth of 30%-50%. He would be politicing this number down. He is not. Seems to me that he feels this is "in the bag". Remember, if he doesn't warn he's got a stockholder lawsuit and the market will tank. He know's what's at stake and he knows how to manage the situation. Be his actions you can see that he is comfortable and so, we should also be comfortable. Data points for you.... 3 year comparison (CSCO, SPY, NASD) chart3.bigcharts.com:80/chart?time=10&freq=1&uf=0&lf=1&type=2&style=88&size=1&comp=spy%3A9864&r=schwab-lc-int&onbad=schwab-lc-bad&optsize=int&symb=csco&compidx=nasdaq%3A3291&ma=0&maval=200&x=68&y=11&sid=6458&sec=c&xyz=244893404&s=22725 1 Year comparison (CSCO, SPY, NASD) chart3.bigcharts.com:80/chart?time=8&freq=1&uf=0&lf=1&type=2&style=88&size=1&comp=spy%3A9864&r=schwab-lc-int&onbad=schwab-lc-bad&optsize=int&symb=csco&compidx=nasdaq%3A3291&ma=0&maval=200&x=54&y=12&sid=6458&sec=c&xyz=244783654&s=11519 3 month comparison (CSCO, SPY, NASD) chart6.bigcharts.com:80/chart?time=6&freq=1&uf=0&lf=1&type=2&style=88&size=1&comp=spy%3A9864&r=schwab-lc-int&onbad=schwab-lc-bad&optsize=int&symb=csco&compidx=nasdaq%3A3291&ma=0&maval=200&x=74&y=19&sid=6458&sec=c&xyz=244600433&s=14682 NOTE: That in every CSCO pullback on each of these charts that Cisco never dipped below SPY or NASD....basically from out the shoot CSCO outperformed. Now, where do you place your bet? OG Oh..geez, in one message I've posted more "real" information that Stockpuke has posted on this thread in his entire nacent life. But, then, that's not a surprise - is it. C'mon little man.... Let's go.... We need the swing on Monday...Post me little man...

To: jach who wrote (17400)	9/27/1998 5:02:00 PM
From: RetiredNow	Respond to of 77397

jach, you sound like you know a little bit about your material, but i can already get free voice calls if i want to deal with the low quality. Vocaltec and a host of other companies have had internet phone software on the market and available in beta form for at least 3 or 4 years now. I have actually used their products to participate in full-duplex phone calls to places as far away as Indonesia from the US, all for free. And the quality has been getting substantially better. If you don't believe that it will happen, look at the Deutsche Telekom/Vocaltec venture. It's already happening. What Chambers is saying is that eventually voice traffic will account for less than 1% of all the bits that travel the internet and voice will represent even less than that in terms of revenue to the telecommunications companies. Data traffic is already slated to exceed voice traffic early next year. So the main revenue will be from transporting data traffic, not voice traffic. Voice traffic will become so trivial that it won't be worth the monitoring costs for phone companies. In addition, when all phone calls become digital end to end (sent out in packets), there won't even be a distinction between voice and data, unless voice is tagged as needing higher QoS. So voice WILL eventually be free or very near free, simply because the real source of profit will come from company data traffic.