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

To: Eric who wrote (25088)	5/7/1999 8:19:00 PM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 77400

Eric, you seem to rationalize CSCO's failure, well by simply saying ATM will not be around after 10 years. 10 years is a long time, a lot of money to be made. First sign of arrogance is to think that when you fail in a project, it may not be the right project. Admit the utter failure of CSCO in this area of Core Switching and move on. We shall see if CSCO will be around for 10 years, if they do not have a telecom strategy of supplying a complete solution to the next generation carriers. Wall streert is slow to react, when they react, it will be swift. BR

To: Eric who wrote (25088)	5/8/1999 1:20:00 AM
From: jach	Read Replies (1) \| Respond to of 77400

<I don't think ATM will be around ten years from now,especially with the new communications protocols coming out. The wireline companies infrastructure will be completely different. From an engineering standpoint I really like IP as an expandable medium. Although people can argue when it will happen the undercurrent of change is there. It's fun being an engineer following this stuff!> totally out-of-touch from reality; there are still many protocols (such as SNA) being in used today that were there twenty yrs ago and will still be around twenty yrs from now; not to mention ATM that is barely just in its infancy now. Saying that "The wireline infrastructure will be totally different" ?? like what ? maybe meant that instead of cross-cut stitches will be using butter-fly stitches, is that what you trying to say ? That's why you said it is fun engineering stuff, which school did you go to learn how to do these cute sticthes and styles.