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

To: The Phoenix who wrote (25711)	5/14/1999 3:28:00 PM
From: zbyslaw owczarczyk	Read Replies (3) \| Respond to of 77400

Gary<If a service provider wants to be able to deliver a clean, multiservice on IP solution (and remember we're all using IP at home) then the end devices are CSCO (Cisco Networks) the edge devices are Csco, and the core is??? Currently ASND, NN, etc.. Going forward Csco I suspect csco to leverage their presense to their benefit in the core. LU/ASND doesn't have the edge/premise story. Could this be why they're looking at COMS???? YIKE!> If edge crash, mainly specific customer suffers.If core crash entrire network goes down. And this is the reason why CSCO was not able to domintate core. Regards Zbyslaw

To: The Phoenix who wrote (25711)	5/14/1999 3:42:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 77400

Gary, I'd like to make some general observations about what you deem, what we all deem, to be tomorrow's needs. I'll use your recent post for background, if I may. Nothing personal or pro or against any particular maker. ---- Convention, being what it is, you make some valid points here. However, I see some trends at play now that would obviate or radically modify many of the present-day equipment assemblies that your message would promote, over time. I'll speak to only one of them here. "...in building tomorrow's end to end multiservice networks there will need to be strong interworking between premise, edge, and core devices." If by "devices" you are referring to the many carrier- and CPE- network elements of the hierarchical in-between variety, i.e., the ones that sit between major centers of end point activity, I would at this time begin to differ with what you have referred to as "tomorrow's" [needs]. These may be yesterday's, indeed today's, and the very near term tomorrow's, way of doing business. But personally, I'm seeing the beginnings of a lot of optical-layer shunting going on right now between major clusters (read: buildings, user groups, campuses), with a lot more to follow, that will radically change the existing model for the better, and become the way of the intermediately longer term tomorrows, moving forward. Entire MANs and campus environments (CANs) are now being re-planned, re-mapped using the frameworks of new fiber optically supported architectures which are being used to embed user payloads directly onto glass . These new technologies are now perched to enable massively larger flows than would ever be affordable or manageable by today's more convoluted (or, I suppose, we can by now call them, legacy), approaches, despite the value that these older technologies have had, and the very necessary roles they have played up until now. As the long haul fiber barons learn how to synthesize or break down their "glut" of optical bandwidth more intelligently into marketable denominations, here too we're going to see increasingly more physical layer derivatives of transport capacity available to enterprises and smaller carriers alike, thereby achieving the same ends in the WAN, as are now available in the LAN/CAN/MAN, as well. Granted, these networking techniques are not for the 80-20 Pareto component that make up most of today's mom and pop businesses. Not yet. But they will be increasingly attractive to the 20-80s, to be certain. I wont enumerate here what I think this means for those vendor-agnostic salvage companies out there who specialize in boat anchors and aircraft carrier propellers. I think I was clear enough not to have to get into that. ----- Just some real world observations by someone with no ax to grind. I've done more than just a few price-performance and tradeoff analyses in this space. Eighteen months ago, I would have put the horizon for this stuff out about 5 years. Today? I'm seeing it unfold before my eyes. The cross overs, as I see them, between the old and the new, are now coming into focus for more and more applications. They are very visibly within reach. They are already showing great promise, in some cases already opening up entire new opportunities for network applications, possessing the same auspicious sense as the Internet itself has demonstrated during the past five years. Of course, I may be somewhat myopic on these matters, tending to cater almost exclusively to the 20-80 component as I do, but that's how I see it at this time. Comments welcome. Regards, Frank Coluccio