CSCO--Aquisition targets? 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 : CSCO--Aquisition targets?

CSCO 72.91

+2.2%

Oct 30 3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gary Walker who wrote (104)	11/18/1996 1:42:00 PM
From: answer man	of 113

Gary, you say CS has better vlan products than csco. Is that taken as a given? How about bay and coms versus csco and cs in vlan? Finally, I thought Lucent bought Agile. As for csco acquisitions, the csco - cs merger always made sense from a product standpoint, but its two competitors that could never agree to that (IMHO). I've always thought Newbridge Networks would make a good target for CS and to a lesser extent, BAY (not as much csco). Good entry into telcos - products and sales contacts/sales strategies. Problem is, it would be the "big" acquisition (like Synoptics/Wellfleet and 3com/chipcom) and those are much riskier. As for csco acquisitions (that is the thread) I think its clear the next wave of acquisitions will be in network management software. These deals will be smaller (under $50 million on average I would guess) but at least as numerous. What do you guys think? Later.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next