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Technology Stocks : Lucent Technologies (LU)
LU 2.825-2.2%3:59 PM EST

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To: Zoltan! who wrote (9326)8/28/1999 9:59:00 AM
From: Kenneth E. Phillipps  Read Replies (1) of 21876
 
Zoltan - Cisco is a great company. Chambers is a smart guy.
However, Cisco is now forced by circumstances to engage in vertical expansion. Data networking in the enterprise sector is a mature market. Cisco must have convergence products. This means acquiring a presence in optical networking, DWDM and ultimately in wireless.
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