Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: BMcV who wrote (61017)	5/12/1999 3:13:00 AM
From: MMW	Read Replies (2) \| Respond to of 61433

Cisco is doing find. With 44% revenue growth year over year and 11% revenue growth over last quarter, I like what I see. During the CC, Don Listerwin announce 2000 GSR12000 have been shipped in last two quarters and 1000 OC48 ports have been shipped. This is a very good indication that IP core Networks is really happening. It is very impressive that IP Core Networks demand so strong and so urgent. Cisco and Junper both are going to benefit from it. One of an important benefit of IP core is that cost saving by eleminating core ATM switches in the middle. The current typical internet network with IP router at the edge and ATM at core. It is desirable to replace ATM core switch with high speed IP router with MPLS on top. Only time will tell, let us give a year time frame for IP core network to growth. Then, the picture will be much clear. Cheers! Mike