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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: nihil who wrote (24279)	4/10/1999 11:08:00 AM
From: Uncle Frank	Read Replies (1) of 77397

>>It like to see it buy Nortel (planning to really reorganize that company for growth) instead of splitting Nortel, with a market cap of around 50B, would be quite a gulp. Do you really think csco needs their help to win the voip battle with lu? Csco seems to have done best when buying small, hotshot, leading edge companies; Nortel is none of these. I think the metabolic differences between Nortel and Cisco would make for an un-accretive union, just as cpq+dec has proven to be thus far. Frank

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