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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.27

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3:59 PM EST

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To: ioioioi who wrote (4993)	4/2/1997 1:07:00 PM
From: Thomas Scharf	of 77400

ASND will have a very hard time integrating operations with CSCC. The hurdle posed by the difference in east-coast/west-coast corporate cultures is not trivial. COMS will have similar problems with USRX. This is one of the major pitfalls of the Pac-Man model of corporate expansion. John Chambers alluded to this problem in a recent interview. It is no accident that CSCO tends to buy companies who's headquarters are located in the San Francisco Bay area, within a few miles of their own Silicon Valley corporate campus. CSCO has much more to fear from Newbridge Networks (NN), the ATM leader, which is making moves to become an end-to-end supplier to the enterprise market through it's recent purchase of UB Networks. I expect that move to start showing a payoff in the next 6-12 months.

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