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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: Dr. Bob who wrote (15093)7/16/1998 10:18:00 AM
From: The Phoenix  Read Replies (1) of 77400
 
Bob,

Nice assessement. One that I can not disagree with. I would add however that Cisco, although they have the data side wired, still has aspirations to own much more of the core of networks. ASND can help them do this however, as you point out, at what cost. AND, is this the kind of help CSCO really needs? All good questions that only John and his staff have the answers to. I do like your read on it though.

Gary
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