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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

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3:59 PM EST

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To: The Phoenix who wrote (15500)	7/31/1998 12:27:00 PM
From: Eric	Read Replies (1) of 77400

Gary, We are having some very interesting conversations this morning on Ascend! I have followed their technology for quite awhile in comparison to Cisco's. Ascend has had a good niche to itself and for the last year and a half Cisco has made a concerted effort to get into Ascend's business. The carrier class market is going through a HUDGE revolution and both companies will profit handsomely, although I expect Cisco's new products to start winning numerous big contracts shortly. Cisco is pouring a lot of money in R&D into this and the product stream is beginning to flow. Ascend has a much smaller base of products to sell and it will be interesting to see how the race unfolds. But I still put my money where IMHO the winner is......Cisco! Eric

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