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

To: douglas w. stephenson who wrote (28432)	9/25/1999 10:12:00 AM
From: JGoren	Read Replies (1) \| Respond to of 77400

I think Qualcomm may be an acquisition candidate--about a year from now. Thoughts anyone?

To: douglas w. stephenson who wrote (28432)	9/25/1999 12:52:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 77400

Douglas - Most of their recent acquisitions have been in the telecom equipment sector with an emphasis on convergence products. IMO, they will continue to acquire companies that will help them develop products like call managers, call servers, convergence switches and software for intelligence at the edge like Redback's subscriber management which allows for carriers and providers to provide value added services at the edge of the network as opposed to the core. This seems to be the general direction they are headed.

To: douglas w. stephenson who wrote (28432)	9/25/1999 1:35:00 PM
From: elmatador	Read Replies (2) \| Respond to of 77400

A rule of the thumb, Douglas. Any technology or solution that brings the next next generation networks closer, it is on CSCO cross-hairs. Is simple: any technology or solution that short-circuits the user to the data seating in server farms and Storage Area Networks (SAN's), is high in CSCO's agenda. Notice that CSCO has consistently acquired companies following this basic assumption? I think CSCO is going to do something in the SAN arena soon. I would watch Equinix as well.