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To: zbyslaw owczarczyk who wrote (11060)	5/3/1999 12:39:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Cisco has quietly killed its prime offering for the core of enterprise and service provider WANs and has delayed delivery of another WAN switch by about a year. Wow! I'm as close to speechless as I get. This is phenomenal news. Any of those carriers depending on Cisco for core ATM will be looking for someone else. There have to be more than a few networking analysts re-working projections as we speak. Or, if not, they should be. Pat

To: zbyslaw owczarczyk who wrote (11060)	5/4/1999 2:04:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

As a point of reference, this is the product Cisco's cancelling: cisco.com TGX 8750 web site: cisco.com The one they're pushing back: cisco.com And the one they're offering instead: cisco.com Between today's product cancellation announcement by Cisco and last week's revelation that Ascend's ATM sales grew at 2 - 3% compared to NN's 35-45%, it's certainly clear who's winning large chunks of the ATM WAN market. We've come a long way since this time last year. Feels good. Pat