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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: voop who wrote (20921)1/18/1999 9:40:00 PM
From: mauser96  Read Replies (1) of 77397
 
So far Cisco appears to think that it can get the experience in circuit switched and optical network that it needs internally. At $14 billion market cap now, TLAB would be a big meal to digest. Of course in a takeover it would cost more,possibly as much as ASND. LU is a lot bigger company (at least in terms of revenue) than CSCO.. TLAB isn't one of the companies I follow but according to S&P they lack optical networking products. It would seem sensible for Cisco to buy somebody that has experience dealing with carriers and there doesn't seem to be many viable candidates. Maybe somebody more familiar with TLAB will comment on this. A buy out could be very profitable for TLAB stockholders. Does TLAB's thwarted attempt at Ciena indicate that they know they have to get bigger to survive the coming battle of the giants?
A short article on relative strengths and weakness of CSCO,LU,NT
zdnet.com
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