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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

-0.3%

Nov 5 3:59 PM EST

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To: VinWood who wrote (20712)	1/13/1999 12:50:00 PM
From: Daniel King	Read Replies (1) of 77397

Just wanted to throw some insight on the Merger subject, as both a LU and Cisco and stockholder I hope both stocks do well. I think people are putting too much emphasis on the consolidation of products and resources, do not forget LU and ASND have been working closely for a longtime with ATM and LU has some ASND equipment in it's product portfolio. Lucent has some excellent highspeed router products about to hit the market and this IP acquisition gives them an instant customer base to sell to. As for CSCO's business model, why would LU want to emulate it? They seem to be doing fairly well with the one they have. I think that there is room in the data-market for both CSCO and LU. I do think Cisco has become too arrogant and customers need alternative solutions, until now there has not really been one. We are ringside for a title fight and it should be interesting entertainment.

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