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To: HG who wrote (90112)1/7/2000 2:09:00 AM
From: John F.  Read Replies (1) | Respond to of 164685
 
Cisco and Nortel Networks have "Confirmed Guidance"

Just passing on the news that the Lucent shortfall was a company specific
problem. Nortel and others have picked up some of the business that Lucent
could not deliver on.

Nortel Press Release:
Message 12491803

Cisco Press Release:
money.go.com



To: HG who wrote (90112)1/7/2000 11:15:00 AM
From: Libbyt  Read Replies (1) | Respond to of 164685
 
SAP/BWEB...

Someone mentioned a rumor of SAP buying BWEB. (In Jagnotes?)

"Jan 07 9:43am
Backweb Tech.(BWEB)$30 3/4. Rumor that (SAP) will
make a $48 to $50 bid for the company. Both companies
were unavailable for comment."

Just FYI. Happy, if this is true, this will be another one for my "track record".

Libbyt



To: HG who wrote (90112)1/7/2000 3:38:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164685
 
Any reports on IDC at this point?


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