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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.21

-0.8%

1:03 PM EST

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To: Eric who wrote (25559)	5/12/1999 4:26:00 PM
From: Frank Sheridan	Read Replies (1) of 77400

Eric - Re: LU is a great company. Didn't used to be the case. However, I must admit that LU has really done a good job of reinventing themselves. Moreover, I have been watching some of their recent product announcements, such as a single chip IP telephone and some cool "voice over IP" chip technology. My single biggest concern about CSCO is what are they going to do to counter these moves by the people at LU? As of now, it doesn't seem to me that CSCO is doing much at the silicon level, and that would seem to be the logical next place for most of the advancements in switch and router technology to come from. Still long CSCO, I still love this stock. But I have to say that LU sure seems like a more formidable opponent today than they were eighteen months ago. Regards.

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