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

To: zbyslaw owczarczyk who wrote (25864)	5/18/1999 9:05:00 PM
From: Freeflight	Respond to of 77400

Cisco's deal with www.portal.com rivals LU with Kenan Systems.

To: zbyslaw owczarczyk who wrote (25864)	5/19/1999 10:25:00 AM
From: The Phoenix	Read Replies (4) \| Respond to of 77400

You need to go back and review what's going on with broadband access. As for ATM, ATM will continue to live on for a long time and will continue to grow. LU and NN will do well there as well CSCO - although apparently not in the core...however...well notwithstanding the MCI Worldcom and Equant deals :-). CSCO appears to have a different strategy in the core...one which appears to be bearing fruit already. Change the playing field. Cisco now has multiple weapons...either compete head-on or shift the decision to POS...strong work in my estimation. The point of my posts wasnt' to say POS will supplant ATM although over time I suppose that too could happen. My point was to demonstrate that CSCO's decision to terminate development on the TGX (ATM-IP switch) might have been a calculated strategic decision to shift the market. This goes back to my comment earlier about changing the playing field. OG