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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.33

-0.8%

3:16 PM EST

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To: Kent Rattey who wrote (14534)	6/15/1998 8:44:00 PM
From: Peppe	Read Replies (1) of 77400

Gents, Other than Stocksp**m looking for a place in the universe, I can't see a better development for Cisco than the NT/Bay marriage. Some points to ponder: - How does a valley-based engineer with tons of stock options feel like working for an 80,000 person Canadian company with NO STOCK PLAN (only senior managers at NT have options) - How would a Bay sales rep feel about getting a 50 % cut in salary ? (or NT reps getting half the salary of their Bay counter-part?) - How about a merger with key people in 5 different cities (Toronto,San Jose, RTP, Dallas and Boston....Ouch !!!) CSCO will have a field day while the NT boys figure this mess out !! The market has voted, this deal sucks for NT ! Cheers, Peppe

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