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

To: Eric who wrote (25104)	5/8/1999 1:48:00 PM
From: D. Newberry	Read Replies (4) \| Respond to of 77400

Eric, As you are probably aware, Cisco has an annual technical symposium called Networkers. This is a 3 day event where the top Cisco Engineers present papers throughout the day. You can chose from several presentations that are conducted each hour. It is the one Engineering event I never miss. As I was making my selections for the seminars I want to attend this year, I observed that Cisco has only one session devoted to the Stratacom products. Even that session is presented once -- most of the popular sessions are presented 2 or 3 times over the course of the 3 days. I found this very interesting. This would indicate to me that Cisco is making a deliberate move away from the Stratacom / ATM platform. I have worked closely with this company for several years now (as a reseller), and have great respect for their engineering capabilities and management structure. I have to believe this move is deliberate, and not a result of their failure to successfully engineer the product. In other words, if they wanted to build the product, they would. This industry is moving extremely fast, but I am of the opinion (at least today) that ATM will take a smaller role in telecommunications as we go forward. The massive bandwidth being laid today, and the developments of voice over IP make the QOS goals of ATM less attractive. ATM is a connection oriented service that is not well suited for LAN based architectures. Busting variable length IP packets into fixed cells is not real efficient, albeit it does solve latency issues. At any rate, I don't want to trigger an ATM vs. IP/Sonet debate here. My point is that Cisco is likely making this move because they believe it is strategically the proper thing to do -- not because their Engineers can't get the job done. Regards,