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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: Frank A. Coluccio who wrote (14864)	6/30/1998 1:04:00 PM
From: Jeff James	Read Replies (1) of 77400

>>Agreed. That, in itself, would ordinarily make CSCO a natural takeout target for IBM. Any thoughts on that one?<< Disagree - IBM loves selling big iron. While they have other solutions for the middle tiers, as long as CSCO provides a piece of the puzzle that sells more mainframes, they're happy. I there's really much in the revenue plan for FEPs anyway, since product lines like host-on-demand, their new 'Host Publisher' (A blatant duplicate of a product already provided by Attachmate, BTW), and even some of the positioning of the new AS/400s has already pushed FEPs to the back burner. I think IBM will be right behind this - they'd do almost anything to sell mainframes, that's where the profit is for them. JJ

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