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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.19-0.1%Jan 16 9:30 AM EST

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To: The Phoenix who wrote (47754)2/1/2001 7:56:16 PM
From: zbyslaw owczarczyk  Read Replies (2) of 77400
 
Gary,there is lots of talk in Germany that Siemens which
accounts for 10-12% of CSCO products distribution , of course to Siemens customers, has been switching its customers to Unisphere( goes public soon) sponsored by Siemens.
Unisphere was formed two years ago by combination of several start-ups.
This looks real( vibration from Germany...) and may hurt.
Any thoughts?

ZO
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