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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (92955)11/22/1999 3:39:00 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Paul, re: CSCO/INTC

With Intel's market cap of $267B and Cisco's $286B, I think it would have to be a merger of equals. It would be the world's most valuable company, with MSFT 2nd at $464B and GE's $452B 3rd.

Do you think there would be synergies? Could they combine functions to save costs? Cisco (I believe) out sources manufacturing, Intel is exceptional at manufacturing execution. These are two companies that have been very successful with a very specific approach, would they be able to adapt to each others business culture?

Interesting to speculate about. It would certainly peak the interest of the FTC and DOJ!

John



To: Paul Engel who wrote (92955)11/22/1999 3:50:00 PM
From: Gerald Walls  Read Replies (3) | Respond to of 186894
 
Re: "That might make standardization of networking chips more palatable to Cisco. Network Industry standardization might also be more likely to happen with Cisco in the boat. Cisco/Intel - what a technology powerhouse that would be! "

Precisely - a powerhouse with ZERO peers.


Can you say FTC/DOJ?



To: Paul Engel who wrote (92955)11/22/1999 9:01:00 PM
From: John F. Dowd  Read Replies (2) | Respond to of 186894
 
Paul: Regarding price. Given that CSCO has PE of ~150 and INTC~38 CSCO could afford to offer 3.9 x present price without dilution of EPS. That would come to 312per share. Bring it on! JFD