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

To: The Phoenix who wrote (21332)	1/29/1999 1:29:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 77400

Friday before earnings and CSCO is "ho-hum". By now word has usually leaked out, and I would expect quite a jump the last few days if they were going to beat the numbers by any great amount.

To: The Phoenix who wrote (21332)	1/29/1999 1:29:00 PM
From: Jorj X Mckie	Respond to of 77400

Cisco MGX wins Best New Network Infrastructure Product Award at ComNet biz.yahoo.com

To: The Phoenix who wrote (21332)	1/29/1999 5:08:00 PM
From: bill c.	Read Replies (2) \| Respond to of 77400

Gary, The USWest deployment is based on a non-standard CAP based modulation method. There is only one vendor that manufactures these CAP based chips, Lucent Technologies. Lucent sold off their Paradyne unit 2-3 years ago, along with the patents to the CAP technology. Paradyne then sold off the CAP technology to an new company called GlobeSpan. GlobeSpan now holds the patents to CAP, but they use Lucent to manufacture the silicon chips. So every modem sold to USWest has a Lucent CAP chip. You are correct in that DELL does have a CAP based modem for USWest. The only other RBOC that selected a CAP based solution was BEL, but they are converting to DMT this year. A DELL CAP based modem that works in USWest, doesn't work in the BEL region. To get around this problem a standard was developed, based on DMT. Every RBOC is going to convert to this standard. TI presently holds the patents on full rate 8Meg DMT ADSL. Several other chips vendors are going to manufacture standard DMT chips. They are ORCTF/Fujitsu, Alcatel, TI, ADI, Rockwell/Pairgain and MOT. Lucent is developing a G.Lite DMT chip for the ATU-R modem. I've followed a number of smaller ADSL companies over the last 3 years. I've seen Alcatel win just about every DMT contract in the world based on an ATM based DSLAM. USWest selected CSCO/Netspeed because DMT wasn't ready at the time. USWest will convert to DMT and Alcatel will be ready with forward pricing. GTE selected Orctf/Fujitsue because their DSLAM concentrates the ADSL traffic and places it on a Frame/IP backbone. I hear CSCO has some backgone gear at GTE. <ggg> I would like to hear why you think CSCO that doesn't produce the silicon can compete with Alcatel? Those DMT chips that CSCO has to purchase are going to be expensive, ~$40-80 per modem. Since it takes 2 modems, CSCO is spending $80-$160 just on the DMT chips. Alcatel is manufacturing their own DMT chip and concentrating on the CO ATM DSLAM. They are partnering on the ATU-R modem.