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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.08

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To: MoonBrother who wrote (10663)	12/5/1997 2:13:00 AM
From: Eric	Read Replies (1) of 77400

MoonBrother Yes I would be shocked if Cisco bought ASND! Cisco is rapidly moving into ASND territory and they would add virtually no value to Cisco except for installed base. LU is getting worried about the Voice/Video market, it is Huge! The deck chairs are rapidly disappearing and the pond is shrinking fast. Who will win and who will survive? That is the $64 question. LU has a lot of interesting pieces but their execution has not been very fast. Certainly not as fast as Cisco! It will definately be fun to watch what happens next. Lu has market cap and cash on hand to buy ASND. Regards Eric

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