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To: Sig who wrote (124038)5/12/1999 11:10:00 AM
From: robin 187  Read Replies (1) | Respond to of 176387
 
What time is MD speaking today? Do you think that he might make some comments that might move the stock solidly into the 43's or 44? Thanks...



To: Sig who wrote (124038)5/12/1999 11:11:00 AM
From: Mark Peterson CPA  Respond to of 176387
 
OT Sig, what a great picture! Wonderful to put faces to virtual names.

Can't beat this family with a stick...

Best regards,

Mark A. Peterson



To: Sig who wrote (124038)5/12/1999 11:19:00 AM
From: stockman_scott  Respond to of 176387
 
Sig: It looks like Cisco is supporting both DSL and Cable hookups for the broadband revolution. DELL has the same approach and I think its a smart one. I'm a DSL fan and I will admit I'm a little biased with my large position in AWRE <gg>. Here is an interesting article about Cisco's view of DSL vs. Cable...

<<Cisco said it sees broadband sales -- equipment for DSL and cable deployments combined -- growing to a $500 million run rate by the fourth quarter with the market growing 100 percent a year. Cisco is working on voice-over-cable trials, which will "open up a whole new ball game."

On a conference call with analysts, Cisco officials had a smug answer when asked how they saw the broadband market shaping up given AT&T Corp.'s (NYSE: T) acquisition of MediaOne (NYSE: UMG) and the advance of digital subscriber line service.

"We think they are on equal footing, it's a jump ball between DSL and cable," said John Chambers, CEO of Cisco. "We don't think one architecture has an advantage over the other."

Put simply, Cisco doesn't care which technology wins. Cisco will benefit no matter what broadband technology wins because its networking gear will be used to build the next generation networks.

AT&T can bet on cable and AOL can bet on DSL and satellite. Either way, Cisco will cash in because the existing networks aren't up to snuff.>>

zdii.com