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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 84.82+3.0%Feb 6 9:30 AM EST
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To: Gary who wrote (9615)10/7/1997 10:56:00 PM
From: Paul Fine   of 77400
 
I also saw the interview. What was key to me was David Faber's question whether any big merger was at least a year off because of the "pooling of interests" accounting issue, the Lucent CEO grimaced(smiled?) and said they were well aware of that issue. So, at best LU and CSCO may be looking at a partnership similar to what they already have with Bay. I am not overly concerned. On the same front, however, there is going to be a press conference tomorrow(Wed) by Newbridge Networks and supposedly Siemens(per CNBC). That may have a bigger bearing on the sector. Paul
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