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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: hitesh puri who wrote (27943)	8/26/1999 11:20:00 AM
From: The Phoenix	Respond to of 77398

Spending $7B is a lot of money, but what Chambers means by large acqusistions (I believe) are those with lots of employees and infrastructure. These are the things that are difficult to integrate. Cerent and Monterrey add only about 400 people and have limited infrastructure to integrate. Add to that the fact that Cerent is in close proximity to Fibex - this should allow Csco to consolidate offices in the north bay. OG

To: hitesh puri who wrote (27943)	8/26/1999 12:13:00 PM
From: Claude	Read Replies (1) \| Respond to of 77398

Are you trying to compare this one with LU takeover of Ascend?? Please... 6.9 billion is a hefty price tag but Chambers was not talking about price when he said large acquisitions don't work. He was refering to integrating/aligning the acquired co. Cerent has only 200 some employees and a product line that does not overlap with CSCO. I fail to see any parallels. Maybe you could be more specific. Claude (rhymes with TOAD)

To: hitesh puri who wrote (27943)	8/26/1999 12:58:00 PM
From: Wolverine	Read Replies (1) \| Respond to of 77398

"What you might learn from me about change begins with this: On the one hand, everything I learned came from questioning myself, others and the very universe itself. This inquiry accounted for my most celebrated discoveries which you may know about. On the other hand, I made the great mistake of not being able to change my thinking when new ideas that challenged mine came to be" - Albert Einstein Where is Ciscos mantra of not making large acquisitions since according to Mr. Chambers 50% of them dont work out blah blah blah (the usual crap he doled out when competitors made acquisitions that were stinging them) ? Oh, its out of the window today since there is a gun called LUCENT on his head nowadays. He is a smooth salesman and Cisco is what Cisco is because of him.