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

To: bill c. who wrote (21485)	2/1/1999 3:38:00 PM
From: hey now	Read Replies (1) \| Respond to of 77400

Comments on possible CIEN merger?

To: bill c. who wrote (21485)	2/1/1999 8:18:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

140Million DSL lines installed ..... Uh, yeah...Right. I think the case is closed. BTW: US West has, by far, the largest installed base of DSL customers. Do your homework. I refuse to do it for you. OG

To: bill c. who wrote (21485)	2/1/1999 8:56:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

bill c. BTW: Please don't refer me to the Ryan Hankin Kent report as a basis for lines installed. I know they are the one that mention ALA as the market leader for DSLAM shipments. Two problems. Most of these shipments aren't revenue producing... Heck, I think Microsoft has 4 on their campus alone. So, RHK calls up ALA and believes what they tell them...no research. Second, RHK clearly don't have a clue. They believe that the market for VoIP will be between $28M and 202M by 2002. Talk about losing credibility. Gee, I'll bet everything I own that VoIP sales exceed $202M this year. Anyone? OG