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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.04

-0.5%

Dec 31 3:59 PM EST

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To: DownSouth who wrote (26573)	6/24/1999 2:50:00 AM
From: American Spirit	Read Replies (1) of 77400

Slightly OT - COMS fall today might speed up its takeover. Ironically, makes it a great buy. 1.6 bill cash, Pilot, networking, etc. I think CPQ might go for it. Moving away from internet portal biz selling Alta Vista. Will have 4 bill cash afterward. Nothing to lose. Need to make a new start. Will retain interest in CMGI but vacate big net ambitions. But they need Palm to own the next best delivery system (AOL deal, etc.). Euro telcos wants its networking. CS might go too. They're desperate in Euro land to somehow stop CSCO from taking over networking there. ERICY almost bought COMS but couldn't afford it whole. Bought a smaller networker instead. Something's gonna happen soon I think. Siemens wants one of them. rumor is Siemens and CS still talking. COMS will not exist in 4-6 months IMHO. Neither will CS. Neither will ELNK and one or two other small ISP's. Then you won't have COMS to kick around anymore. ggg Disclaimer: I own COMS and CS (and for good reason). CSCO

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