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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.93

+1.1%

Nov 28 12:59 PM EST

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To: The Phoenix who wrote (13838)	5/4/1998 2:10:00 AM
From: simonds	Read Replies (2) of 77400

I bought csco in mid '96 right after strm acquisition, believing that it was a very good strategic move. At that time strm revenue/year was roughly 400m which 1/10 of csco. The strm portion would have to be 800m/year just to keep up with csco current 8b run rate. Based on announced ATM/FR wins, I doubt that strm division delivers that much. At this point, I'm concern that while csco gives asnd a pain in the RAS business, there's a sign that asnd maybe stealing csco's lunch in carrier class ATM/FR and eventually win the VPN race. Comments please!

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