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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.22+0.1%3:59 PM EST

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To: lawdog who wrote (5013)4/2/1997 10:11:00 PM
From: Immi   of 77400
 
Yup. Really. Do your homework. ASND has acquired a lot of companies
e.g. WhiteTree. CSCO will go the way DEC did as it tries to lock
vendors into proprietary stuff. Routers Hugh. Its "switches" stupid
not CSCO. CSCO is an elephant which can't even crawl. CSCC/ASND are
nimble/quick. CSCO plays tag ball at the IETF with tag switching.
Why not acquire Ipsilon and be done with it?. Chambers is just
running scared. CSCO is history, just the way DEC went....
Do you really think that CSCO has the best inhouse technology?
No it is the startup that CSCO swallows?. And do you think that
CSCO executes... Give me a break. 4.0 billion for Stratacom and it
has not even dented the market lead of CSCC in frame relay....
Well time will tell.... Right lawdog. It is the wild wild west out
there.. I am long ASND/COMS.... Immi
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