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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.34-2.9%Nov 4 3:59 PM EST

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To: Eric who wrote (20625)1/11/1999 3:34:00 PM
From: JRH  Read Replies (1) of 77397
 
Eric:
Yes, we saw what happened to 3COM when they were competing with CSCO and then bought USRX! Could happen again with LU/ASND....

Regarding splits, I agree with your analysis that we shouldn't be split until later this year. Every split that is made makes it harder and harder to get that conservative $.01 above estimates every quarter....

Justin
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