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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.95+0.2%Dec 5 9:30 AM EST

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To: Kenneth E. Phillipps who wrote (30855)1/2/2000 11:39:00 AM
From: nihil  Read Replies (1) of 77400
 
Nortel and Lucent should sell their assets to Cisco and invest the proceeds in CSCO. Years ago I advised AMD to sell themselves to Intel and invest the proceeds in INTC. It is obvious now to everyone that this would have been a winning play. I daresay, in a couple of years the LU and NT owners will be whining. Remember, you saw it here first. There's just a bare chance that either Lucent or Nortel could be acquired by Cisco without annoying the AT authorities. It's sort of a Prisoner's Dilemma. The first one can be bought at a premium. The second will have to be sold at a distress sale.
My candidate is Nortel. At least Cisco would not have to lay off a lot of good, successful employees. Most of them have left.
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