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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (20225)9/9/1998 12:52:00 PM
From: Judy  Read Replies (1) of 50167
 
Ike, I am with you on CSCO and look for it to break resistance at 95 soon. But CSCO will go it alone and not be a buyout of any telecom, it is too big a threat and its poison pill makes it unattractive.

LU and CSCO will dominate the sector as data/voice/videa technologies become one in the next 2-5 years, but my money would be on CSCO for the next stretch. Not because of valuation but for strategic reasons. CSCO has its telecom strategy in place while LU does not have its data networking strategy instituted yet. CSCO's disadvantage is that currently networkers do not have to support the same reliablity certifications that telecoms are required to. LU's disadvantage is that it has a behemoth culture inherited from AT&T/Bell Labs that is not acclimated to provide timely response to customer needs. Thus CSCO has a technical disavantage while LU has a cultural disadvantage. It has been my experience in the technical market place that techncial problems are far easier to remedy than are cultural problems.
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