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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.93+2.2%3:59 PM EDT

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To: JeffT who wrote (20601)1/11/1999 12:12:00 AM
From: Eric  Read Replies (1) of 77397
 
Jeff,

I'm surprised that LU took this long to go after Ascend. It sure cost them more to do it now vs last October. If LU is this slow responding to market changes ...well it could be very interesting!

What I have seen of Lucent in the last two years does not have me very concerned . LU is paying a lot for this technology and Cisco is not standing still either!

I would expect Cisco to trade down a little bit tomorrow and then recover to a new high in the next few days. I actually expect this to help Cisco in the long run!JMHO.

Eric
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