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

To: bill c. who wrote (21520)	2/2/1999 12:31:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Oh Geez... OK. This is my last post on this. I'm not an expert in this area but I do know a little. Here's what I do know from a Cisco perspective. ALLTEL - not deployed - in trials (CiscoPoweredNetwork) Ameritech- (IBM and Cisco)limited rollout Concentric/Williams - partnered with Covad (a Cisco account) Not sure of the equipment. Covad/Qwest- West coast deployments ongoing. Can't find the numbers (CiscoPoweredNetwork). Also in DC... Rhythyms - Installing on West Coast and Chi-town CiscoPoweredNetwork Sprint - (Cisco) - Deploying(CiscoPoweredNetwork) USWest - (Cisco) - Deploying Ameritech is IBM and Cisco split, GTE is Fujitsu, Bell Atlantic and Bell South appear to be Alcatel, SBC is Alcatel and Cisco, AT&T appears to be going after cable - I see no move on DSL for them but they with TCI/@home and the Time Warner deal it appears they believe in coax. (I think they're right) None of the above companies post actual numbers of deployments. Total number of lines is also not available on public sites for Alcatel, Fujitsu, Siemens, Ascend or Cisco which only leads me to believe that this information is proprietary. Posting this information is therefore not legal. I can tell you however that it is not 140M lines. Your point about Microsoft is wrong... I can assure you. Funny... Even my friends got a laugh out of that one. My point about Hankin/Kent and VoIP was simply to demonstrate that they're information is suspect. They really can't be relied on. That's all that comment meant. In closing, DSL is a great technology and I was wrong to say that "cisco owns this market" I agree I was too strong. BUT, Cisco is a dominant player as is Alcatel. Domestically Cisco has more deployments where as Alcatel appears to be leading overseas. Again I'm talking about equipment deployments - not chipsets....... OG