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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

Nov 20 3:59 PM EST

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To: freeus who wrote (15911)	8/10/1998 7:04:00 PM
From: Trina	Read Replies (2) of 77400

" I'd like your opinions of Lu vs. Csco. I always thought they were in different markets (I hold a little of both) but now it seems they are competing in some very important ways." The battleground between CSCO and LU is voice. It's going to be ugly. CSCO is going after very expensive Central Office Switch market (LU's bread and butter!). CSCO is aggressive in cisco-wide architecture to support VOICE as an Internet Service throughout all cisco platforms and software. I've heard that Kevin Kennedy (17 years LU veteran) is heading the Cisco Voice group. /Trina

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