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

To: bill c. who wrote (21737)	2/2/1999 7:57:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

I hate it when people take my comments out of context....nonetheless I will admit my error. Ameritech is an Alcatel/IBM shop - Still NOT an exclusive however. Msft is working with ALA on DSL as well and has ALA DLAMS in their labs. The report you point to showing ALA is number 1 in DSLAM shipment does not discern between revenue and non-revenue shipments. That is the point I made. If ALA wants to give away product that's fine. You're right CSCO won't... It'll be interesting to see if this wins ALA the business or not. YOu found one link that supports your theories and the data there has already been shown to be suspect. What is your other link? Ask the folks on the ADSL forum about deployments. They'll tell you that USWest has more deployments than any other carrier. Covad and Rhythyms are DSL shops and all Cisco. Now Sprint. These are revenue generating businesses. If Alacatel wants to give away DSLAMs for trials and lab testing and claim to be #1, then fine. That's clearly up to them. One would hope however that the analysts would clean this data up. OG