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Technology Stocks : Voice-on-the-net (VON), VoIP, Internet (IP) Telephony -- Ignore unavailable to you. Want to Upgrade?

To: Barbara Barry who wrote (1861)	11/7/1998 5:23:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

Hi Barbara, Re: Cisco, you ask: "They are weak in the voice and video area.Soooo,my question who might be a good target?" I think that what you mean here is they are weak in the entrenched, or legacy, voice and video areas. But they are stronger, IMO, in the emerging voice and video spaces, particularly those which are Internet-related, through their own internal developments, and their already acquired Precept, Selsius and Summa Four properties, to name a few of the more distinguishable voice players they've already consumed. In that regard, they have already begun to mobilize for the future, but your point is well taken, nonetheless, because they must fight an uphill battle wrt winning over legacy operations people, who ironically are cultural adversaries, in the main, of those whose primary focus has been data networking. Therein lies a deeper problem for them to solve, because industry ties in distribution channels and at the customer outlet level (sourcing) run deeper that the reputation of a supplier whose greatest claim to fame happens to be two or three layers on the OSI Model away from the problem at hand. Which also goes to answer your next question, only where fiber is concerned, it could be stated in spades! "Would it make sense to try and tap the fiber market?" The community of fiber operations and supply players, with their long lasting industrial and workplace-level cultural realities is foreign territory to CSCO, and vice versa. Physical infrastructure is not one of those things that can be changed out with a point and click command, nor are the relationships that put those infrastructures in, in the first place. Where metal meets concrete, and where trenching meets the WDM, I think that CSCO's prospects would be better served in furthering their core competence. But those are just my personal opinions, and they, too, may be short lived. Regards, Frank Coluccio ps - any good shows on the telly this w/e? [g]