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

To: The Phoenix who wrote (25720)	5/14/1999 4:41:00 PM
From: zbyslaw owczarczyk	Respond to of 77400

Gary, I was referring to ATM core or edge.Not routers. With CSCO ability( as a large company)to leverage its business, they should dominate core market, unless technical aspects are more important. BTW, I think I,Chambers is stretching his imagination telling analysts that edge opportunity are 10-20X compare to core. If you look at current ATM market structure it is more in single numbers. Also margins are lower then in the core. Again, I am still talking only about ATM. I am hearing a lot from friends in ROBC that CSCO is buying its way into service providers market. If this is true, and I have lots of support for this, they can do it for some time, but I doubt CSCO has enough deep pocket to support it, specially when comes to very large telcos. Regards Zbyslaw