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Technology Stocks : CSCO--Aquisition targets?
CSCO 77.02+3.3%3:59 PM EST

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To: Andrew Won who wrote (37)5/15/1996 8:57:00 PM
From: Ted Saba   of 113
 
Andrew: Just thought I would ask if you had gone. Well, I suppose if you buy a Cisco router, like a 1003, I guess you qualify.. Go and register on their web site for the next convention!! McNealy wants a lot of N/W bandwidth for the future. Sees something like an ultra, ultra SPARC as a core server, and diskless clients hooked up via fat pipes to get there.. Seems like we've been down that road before.. Does the term mainframe bring anything to mind?? Well I believe your right.. Acquisition, na.. merger, probably not.. Do a lot of business together, co-development work etc., yeah, sounds about right. We'll just have to wait and see.. I had a sell in at 57, but changed it to 59 a few days ago.. Coulda made out today.. I've back it down to 58.. Hopefully by Friday.. Then gonna wait till some market bad news hits which probably shouldn't be too long and buy back in.. Thought I'd grab a few JUL 60 PUTs at the same time.. - TED
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