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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.32-2.9%3:59 PM EST

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To: Kenneth E. Phillipps who wrote (22097)2/7/1999 2:47:00 PM
From: The Phoenix  Read Replies (1) of 77397
 
Kenneth,

ASND/CSCC turned into CSCC. If it weren't for that merger ASND would be gone. They were getting their lunch eaten in the RAS space. They had no choice but to be successful since their original business was failing....it was a retool. Really if you look at that the paradigm is a bit differnt than a "merger".

As for NT/Bay...the jury is still out. I don't think you can call that a success yet. Not that it won't be....just that I think it's a bit early...don't you? ASND/LU will take time. I believe that they are more likely than not to succeed, but it will take time..perhaps 4-6 quarters minimum. Remember Wellfleet/Synoptics?

OG
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