Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric who wrote (14147)	5/17/1998 6:38:00 PM
From: Soumya De	Read Replies (1) of 77400

Bob, while it is too early to say who will win (LU or CSCO), my opinion is that mergers seldom work especially mergers which are georgraphically dispersed. For example, I sold my Travellers shares because I don't believe that they will be able to integrate such huge companies. Chambers knows this and I respect him for this insight. However, LU does have deep pockets and they will be a strong competitor and they have the relationships with the Telcos. I think both will make lots of money and it will be worthwhile to buy both their stocks on dips. Both of them look fully valued but as a long term buyer of stocks, I wellcome corrections. Finally, my philosophy has allways been management is the key, monopoly is power and cash is king. CSCO does not have monopoly but has a good deal of the other two. Good Luck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next