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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.28

+0.1%

Nov 25 3:59 PM EST

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To: Scott Rafe who wrote (15070)	7/15/1998 8:30:00 AM
From: IBthinkin	Read Replies (1) of 77400

If you look close at ASND's numbers without the charges for buying CSCC, they didn't do anywhere near as bad as the supposed 2, 3, and 4 rated networkers. Owning both CSCO and ASND, I don't mind seeing both do well. Lucent may be a factor, but who really cares? If they acquire ASND, CSCO will have a formidable foe in the future. I don't think LU can beat CSCO with their present setup. ASND doing well gives Chambers reason to remain nervous which has caused CSCO to continue to put pressure on themselves. That has meant good things for us longs. kc

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