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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.93

+1.1%

Nov 28 12:59 PM EST

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To: Frank A. Coluccio who wrote (14864)	6/30/1998 1:29:00 PM
From: Trina	Read Replies (2) of 77400

Frank, " Agreed. That, in itself, would ordinarily make CSCO a natural takeout target for IBM. Any thoughts on that one?" I don't think so. CSCO approached IBM back in 1991, but IBM declined. Since then CSCO started taking IBM market share in SNA and other multi-protocol environment. CSCO indicated that it captured 80% of SNA market. I, however, agree with Jeff James: "I think IBM will be right behind this - they'd do almost anything to sell mainframes, that's where the profit is for them." BUT.... in this crazy market anything is possible. Who knows! IBM or maybe even LU may target and gulp up CSCO!!! This is highly speculative, indeed! /Trina

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