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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: Jorj X Mckie who wrote (19046)	11/6/1998 1:17:00 PM
From: The Phoenix	Read Replies (1) of 77397

JXM, 10 times in one hour??? Oh, Steve definitely has that waaay beat. I'm sure I've been in a meeting with him when he used it 10 times in 10 minutes. But, you may indeed be right - it's probably a SB word... they all use it down there. LU purchasing NOVL would be crazy IMO. Yes, there are indeed some things that LU could use but do you really think they'll go after NOVL??? There are too many other products (other than directory)..I guess they could sell these off. But then, is LU an infrastructure company or a services company??? Would it be asking a lot for one company to deliever both??? All good questions. I think LU's first challenge is to migrate to the new packet playing field. They are still mainly a circuit switch company - they need to fill out their product line and get a presence in the enterprise before they begin to extend their business into new technologies. Again, just my opinion. I take it you have the opposite view? OG

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