CSCO - Reason To Buy ?? Message Board

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Technology Stocks : CSCO - Reason To Buy ??

CSCO 72.91

+2.2%

Oct 30 3:59 PM EDT

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To: damniseedemons who wrote (556)	10/25/1996 9:10:00 PM
From: Philip H. Lee	of 588

If STRM loses AT&T, CSCO will hurt. It's not a question of the immediate revenue impact. If STRM loses, it's a very bad sign. AT&T and STRM have always been "buddies," if you will. If AT&T bails, it means that STRM's products stink...which means CSCO will get smaller than expected returns off its multi-billion-dollar merger. Philip

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