Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1178)	2/17/2000 11:05:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 1782

Both of these companies could face competition that they can't handle if they go it alone. At first blush it seemed such a combo would be ersatz, but an investigation of the two company's product lines shows that this merger may be critical. They both have niches that may not be invaded, but could likely be superseded. They both have to take what they have and find a new more comprehensive product offering. Do they have much option about "best interests" or "must carry" given the positioning of LU, NT, CSCO? Should layer x be preserved and co-carried or be imaged in power? Is the resistance point to advance to a more comprehensive model located at software and hardware or in the refusal of all participants to avoid extra risk? These sophisticated technologies must evolve rather than mutate. It's too expensive to make a serious error in product release. A merger diminishes this risk because it is a pooling of knowledge. The threat of technological obsolescence on product launch always exists. It seems the best protection from it is to develop a superior product. Maybe these two companies realize they need a partner capable of taking both to a better offering.