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To: The Phoenix who wrote (19627)12/1/1998 1:46:00 PM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 77400
 
I just finished reading "Data Network King Cisco Gives Voice To New Tack" in Monday edition of IBD. I recommend this article to Cisco investors. The article does make the point that the telephony market is not going to automatically come to them. They are going to have aggressively go after that market. This means they will have to build relationships with carriers and use direct sales. One analyst (Slaby)says: "If they don't, they'll get their lunch eaten by Lucent and Nortel.

Interesting reading.

Ken



To: The Phoenix who wrote (19627)12/1/1998 2:20:00 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Chambers being interviewed live on CNBC right now.