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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.95

+0.2%

Dec 5 9:30 AM EST

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To: aladin who wrote (14399)	6/4/1998 8:20:00 PM
From: StockMan	Read Replies (3) of 77400

Re -- ps What happens to Bay and Ascend if they hold out on Nortel and Ericson and October 1st comes and Lucent DOESN'T call? Cisco's margins plummets (Bay is still profitable, people keep forgetting this). and Cisco stock tumbles!!! Without Cisco's INFLATED stock currency, Cisco wont be able to buy R&D, and will have to use its own engineers, who are stuck maintaining their IOS, and dont have any R&D experience. Cisco's stock spirals further down.!!! Stockman

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