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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

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3:59 PM EST

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To: Bindusagar Reddy who wrote (20875)	1/17/1999 8:19:00 AM
From: Jack Colton	Read Replies (1) of 77397

I agree. I think the article also implies that now LU is for real, and the acquisition of ASND gives them the potential to be "CSCO Class." I don't know why LU bought Livingston. I think the acquisition of ASND admits that Livingston was a mistake. Maybe someone at LU is finally starting to 'get it.' The data networking industry is filled with years of continuous ongoing training, in order to comprehend how things work. It is not the type of industry that an 'analog Telco CEO type' is going to have a clue about. Given today's market players, ASND represented the best candidate to add strength to LUs core business. I think this has been obvious to a lot of the ASNDers for over a year. I just hope a data networking guy takes over the reigns at LU, as happened with the Nortel merger. jc

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