Not too long ago, John Chambers was quoted in one of the networking magazines talking about erosion of margins, and partners who sold very cheaply. The talk on the street was that it was no secret he was talking about WorldCom, who have been notorious for their pricing of Cisco products as an inducement to use worldCom data circuits.
I believe what used to be UUNet is a major user of Cisco equipment. that's one reason I asked about UUNet's viability. WCOM is going to end up selling assets, and it seems to me that the ISP is about the best asset they have. The network / fiber assets only contribute to the current fiber glut, so become less of a source of hope for revenue from sales. As far as what's in the carrier networks themselves, maybe this is less important to Cisco, as no carriers use their stuff anyway? ;-> BTW Juniper stock is not looking real good right now at all. Nor Ciena. ""John Kaberna"" wrote in message [EMAIL PROTECTED]">news:[EMAIL PROTECTED]... > Talking with a couple of my students (employees at Cisco) WCOM is mostly a > Nortel shop. They said that ATT and Sprint are Cisco Powered Networks so > they are the big providers that Cisco is interested in. This is not > official or anything from Cisco it's just what these guys are telling me. > > > ""Chuck"" wrote in message > [EMAIL PROTECTED]">news:[EMAIL PROTECTED]... > > So far today I have seen no word from Cisco on its exposure to World Com. > > > > the other so called players in the networking industry - Redback, Nortel, > > and Lucent, have all said they have very little on the line with WorldCom. > > Of course, these are companies with one foot in the grave already. > > > > WorldCom is one of Cisco's MAJOR customers. Cisco stock is back close to > > it's low of the last year. Maybe Cisco believes nothing needs be said? > Maybe > > Cisco figures they can still sell their stuff through other channels? > > > > As an employee of another of Cisco's major customers, maybe this bodes > well > > for me? with WorldCom out of the way, and no longer selling at cost to > steal > > my customers, maybe my own business will pick up? > > > > Sheesh, this is scary. > > > > Anybody out there know how what used to be UUNet is doing? Viable? Any > > repercussions through the ISP world? Message Posted at: http://www.groupstudy.com/form/read.php?f=7&i=47508&t=47505 -------------------------------------------------- FAQ, list archives, and subscription info: http://www.groupstudy.com/list/cisco.html Report misconduct and Nondisclosure violations to [EMAIL PROTECTED]
