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Technology Stocks : Cascade Communications (CSCC)
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To: Lyle Abramowitz who wrote (2030)1/31/1997 10:03:00 PM
From: MMW   of 3743
 
Lyle,

I think CSCO had 12% investment in CSCC before CSCC went to public.
CSCO has been saling CSCC since CSCO and STRM merger. What John
Chamber called is helping out STRM. I don't know how much is still left at this point.

Another point you made early is pricing advantage. What I heard is
with Cisco component pricing it practically cut STRM equipment cost
20% to 30%. I think STRM will be on target this quarter.

Regards,

Mike
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