CSCO--Aquisition targets? Message Board

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Technology Stocks : CSCO--Aquisition targets?

CSCO 73.11

+0.3%

3:59 PM EDT

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To: Ricardo Beck who wrote (103)	11/17/1996 7:16:00 PM
From: Gary Walker	of 113

Hi Ricardo: You may be correct about XYLN. The trend continues to be full line and thus further consolidation of the industry. It appears that CSCO is not up to speed with their Vlan technology, so an acquisition makes sense. Also, CS is ahead of CSCO in Vlan. The only other CSCO Vlan acquisition option is Agile (private company) which appears to be going to Lucent Tech. Of course they could go after CS, but anti-trust and pure hatred of each other may prevent this. Do you know XYLN management? Young and aggressive and winding down a career? Thanks for the idea! regards, gw

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