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 : Cisco Systems, Inc. (CSCO)
CSCO 73.69+0.4%Jan 21 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Phoenix who wrote (15078)7/15/1998 3:18:00 PM
From: djane  Read Replies (2) of 77400
 
To provoke discussion, what do you think about the 2 following items?

1. CSCO possible buyout of ASND? Mentioned on CNBC

Jeez, I think Pisani's been reading the ASND thread. Just gave a very positive summary of ASND's prospects. Mentioned LU takeover rumors. Interestingly, he referenced a Gerard Klauer analyst who said CSCO may buy ASND to keep it out of LU's hands. Also mentioned Alcatel and ERICY as possible suitors.

Pisani said ASND price rise is related to "strong business" and "strong company," not just takeover rumors. Mentioned 23.4% seq. growth in switches in Q298. Mentioned Ashby's CC earnings estimates as providing "very good visibility" and backed analysts estimates. Mentioned $60 buyout figure [personally I think $75 is more likely]. Pisani ended with, "The world wants their products."

2. Mory Ejabat comments on CSCO WAN products in CC yesterday

4. Woo (Thompson). Congrats on great qtr. ASND said hadn't seen 2 CSCO core switches [didn't get #s]. In response to question about CSCO, Mory said CSCO is a great enterprise company, but sell only routers in the carrier space. Mory said CSCO isn't a contender in the WAN space and has no product to effectively compete there.

In response to question about NN 36170, Mory said it was 4 year old technology. ASND had new, state-of-the-art tech with density and speed required for new network.



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

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News