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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 3:59 PM EST

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To: The Phoenix who wrote (15381)	7/27/1998 1:58:00 PM
From: Tulvio Durand	Read Replies (1) of 77400

CSCO buys megabit ethernet switch products from MRVC and others, for instance. LU makes more than PBX products, believe it or not, and it buys from some of the same sources as does CSCO. Given that (1) LU is gunning for CSCO, and (2) the telecom oligopoly club is getting smaller and its fewer members more powerful, I suspect that ATT/BT is now better able to help LU than ATT alone could do so before. Tulvio

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