SI
SI
discoversearch

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 : BAY Ntwks (under House)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: George A. Roberts who wrote (6626)6/17/1998 12:41:00 PM
From: StockMan  Read Replies (1) of 6980
 
George,
Re -- the street must absolutely despise this deal...

The street despised Ascend/Cascade deal too. However once their integration happend (2 Q's), they are kicking Cisco's butt to high heaven.

In a couple of years 2 players will emerge LU and NT. Cisco will be relegated to a marginal player. The kind of voice expertise is only available with NT and LU, Cisco cannot buy this and will take a few years to build this up, by which time it will be too late.

Stockman
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News