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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.42

+4.6%

Nov 13 3:59 PM EST

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To: Tulvio Durand who wrote (18435)	10/26/1998 5:35:00 PM
From: The Phoenix	Read Replies (1) of 77398

Tulvio, Yes, I saw that article and the one in NW. They are articles. Cisco customers want directory - they've been sold on the promise of what it can do. It's not an NDS versus NT5.0 A/D situation. It's a situation of NDS versus nothing..at least right now. NDS doesn't have the LU schema and therefore LU will have to build that in. When NT5.0 ships it will have Cisco schema. In effect (in reality) CSCO/MSFT's products are ahead. The LU/NDS announcement is not a product. OG

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