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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.71

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12:44 PM EST

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To: djane who wrote (15906)	8/9/1998 10:41:00 PM
From: StockMan	Read Replies (1) of 77400

Re -- Cisco Chief Predicts Acquisitions Made by Telecom Rivals Will Fail. Looks like Mr Chambers is running scared. Given that Lucent,NT/Bay and others have a layer 3 switch which competes directly with Cisco's bread and butter routers and catalyst switches at a fraction of the price, Cisco's growth and margins are in Jeopardy. Lucent just released the L3 switch with GE from prominet (an acquisition), at the same time as Cisco's 8510 w/o GE. Lucent is ahead of Cisco is certain aspects of data networking.!!! Stockman

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