Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (8051)	1/17/1999 10:41:00 AM
From: Jack Colton	Respond to of 90042

This forecast represents the best case scenario over the next few years. More realistically, incremental revenue of about $20 billion by 2002 seems probable. This revenue mix in terms of applications could be broken out as follows: Packetized Data - $3 billion (remember, the business is transitioning from Circuit Switching to Packet Switching, playing to Cisco's core competency versus Lucent's expertise in Circuit) I think $3Billion is way too low. Especially by 2002. There are going to be a lot of "for profit" voice over IP networks put in place by then, and I think the circuit switching will decline faster. Especially is less developed countries... It's kind of like cellular phones. If you don't already have the cable plant in place, cellular as the primary telephone service is actually cheaper and a whole lot faster. Speaking of cellular, or digital cellular, like Nextel - that is voice over IP. Nextel is the largest CSCO user in GA (where I am) and maybe in each of their markets. jc