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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 9:30 AM EST

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To: ToySoldier who wrote (19032)	11/6/1998 12:22:00 PM
From: The Phoenix	Read Replies (2) of 77397

Toy, In all due respect, LindyBill has been here for ages. I think it is you that just showed up..so don't accuse him of following you. Nonetheless, I find your posts regarding directory most interesting. I agree that NOVL has a good start, but agian the LU/NOVL integration is a long way off. Second MSFT has the market/mindshare - remember what they did in the browser market. Third, CSCO will be helping them and CSCO owns the enterprise. So, I think you might be putting too much credence in LU/NOVL's ability to deliver and their ability to penetrate a market that they jointly are very weak in. Even so, time will tell.... OG

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