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Strategies & Market Trends : Technical analysis for shorts & longs

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Dec 11 4:00 PM EST

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To: Judy who wrote (16312)	6/3/1998 3:11:00 PM
From: Johnny Canuck	Read Replies (1) of 69025

That is an interesting question. CSCO does not compete with TLAB on any existing product line as far as I know. I done think it should be a problem. CSCO might want a closer alliance as they need to represent themselves as more than just a networking company. They currently lack any significant exposure on the voice side . It would increase CSCO's product line. The cable telephony market for voice is growing too and TLAB has a product there. Cable companies are trying to become alternatives to the telcos for business customers in voice and internet access. A CSCO/TLAB alliance might add value as they could offer a more diverse offering. TLAB's for the voice and CSCO for the data. I will have to look at this more closely.

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