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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: John Pitera who wrote (44888)12/19/2000 1:33:58 PM
From: Jorj X Mckie  Read Replies (1) of 77400
 
John, the legacy voice products at LU (now AV) once had decent margins. Additionally, they brought in decent service revenues (probably still do). The point is though, that AV products are struggling and there is no apparent strategy to meet the changing market.

I would focus on what LU is keeping, not what they are spinning off. If I was to park a couple of bucks in one or the other, it would be LU, not AV.
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