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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.32

+0.9%

Jan 22 3:59 PM EST

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To: The Phoenix who wrote (15087)	7/15/1998 9:40:00 PM
From: Dr. Bob	Read Replies (1) of 77400

Gary and all, I do not believe Cisco would buy ASND. Chambers has repeatedly emphasized the need for compatible corporate cultures. ASND would be very difficult to integrate in that regard, and almost impossible to do it in an accretive fashion at the price it would take at present. And it just doesn't need them - CSCO has the data side nailed; it needs (perhaps) the voice side. Nor do I think they need to buy ASND to keep it out of LU's hands; in fact, I think that deal would hamstring LU for awhile while ASND was being digested. I think Chambers would just sit by chuckling while those two tried to make a marriage work, and CSCO was eating their lunch in the meantime. Bob

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