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

To: Thomas M. who wrote (19868)	12/17/1998 7:04:00 PM
From: Eric	Respond to of 77400

Thomas, I received my Forbes yesterday and I have to admit it was a good article! Eric

To: Thomas M. who wrote (19868)	12/17/1998 11:20:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 77400

Interesting statement: "Can Cisco do in telephony what it has already done in computers? Judy Estrin has one helluva challenge" Perhaps the better question is: Can Lucent and Nortel do in Internet Protocol what they have done in telephony? I wouldn't even say the glass is half full vs half empty. CSCO will have an easier time incorporating telephony than Lucent and Nortel will with incorporating IP. QWST will be a big packager and seller of integrated voice, data, video and so forth and so on services. Based on what QWST is buying, saying and partnering with - it would appear they think CSCO will deliver first. Regards

To: Thomas M. who wrote (19868)	12/18/1998 11:56:00 AM
From: The Phoenix	Read Replies (4) \| Respond to of 77400

Thomas, Thanks for the article. However, that would be one I'd completly ignore. MacDondal hasn't a clue...he's got the entire the entire scenario backward.... Hell, I'd fire his boss for putting out crap like that. Now Cisco is moving from the Internet into the related business of routing voice and data traffic over the world's telephone network. Moving internet into the data/voice business????....then OVER the telephony network? What? First Cisco started by building routers which moved data...their success helped fuel the internet..not the other way around. Voice is being added so that users that place calls on the traditional telephony network will migrate over to IP based backbones....not move data onto telephony networks. MacDonalds view is completely warped.. There is a fundamental difference between computer networks and telephone networks. In computing, innovation is the most important thing. In telephony, reliability is. Yes, there is a difference.....but traffic is converging onto IP based nets. The challenge will be to see who can build the best and most reliable IP net to deliver multiservice traffic. Given the Cisco is LIGHTYEARS ahead of LU and NT.... I suspect that it is Cisco that has the upper hand. Make no mistake, the game is being played on Cisco's field...not the other way around. You wouldn't want a conversation held up in the network just because someone in accounting is surfing the Web.. Another poorly informed comment. Look at the IP based network environment as the backbone and the web as a huge distributed pool of servers. If you want to place a call you don't pass through the server (information) pool....you bypass all that. Today many are placing calls through the web..and yes, they get poor quality since they're competing with all that traffic. IP based backbones are a different animal. I can't go on...... It's killing me.... pain...oh.....the pain..... OG