Stephen, >>> Why wouldn't GE look at CSCO for an acquisition?.....they could afford it.<<<
First, bite your tongue. If you are a Cisco investor, do you want to see your double every year, including hopefully something similar in the future, turn into a GE S&P type increase?
Second, Cisco doesn't need to be taken over, so it would be completely unfriendly and voted down by the stockholders.
Third, GE used to be in the computer and and semiconductor businesses and fouled them both up. Good way to kill Cisco, maybe Lucent pays GE to do it?
Conclusion: Cisco would be, IMO, about third least likely of the super- techs, after Microsoft and Intel, as a takeover candidate.
Tony |