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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.04

-0.5%

Dec 31 3:59 PM EST

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To: Soumya De who wrote (20707)	1/13/1999 11:43:00 AM
From: Dr. Id	Read Replies (2) of 77400

Agree with all of your points about the merger. Also, even if the LU/ASND merger is successful, it may take quite a while for LU to consolidate ASND and move forward. In the meanwhile, CSCO will be operating on all cylinders. I hold a fair amount of CPQ, and it was a LONG year of waiting for CPQ to integrate DEC before the stock started moving up again, while DELL continued to fly... JB

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