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


To: Larry Dambra who wrote (27957)8/26/1999 12:58:00 PM
From: DownSouth  Respond to of 77400
 
Assumptions:
1. Acquired companies' technology represents discontinuous innovation.
2. Their technologies will be accepted rapidly into the marketplace, if offered to that marketplace.
3. Marketplace is expanding rapidly where those technologies are accepted.

If these assumptions are true, CSCO did the right thing.