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

To: craig crawford who wrote (11950)	1/30/1998 7:39:00 PM
From: thebeach	Read Replies (2) \| Respond to of 77400

Just for the record, Cramer also stated he loved ASND.Gotta ask yourself how in the next 6-12 months the M&A's in this biz will turn out?Does anyone on this thread see CSCO buying anyone out?

To: craig crawford who wrote (11950)	1/31/1998 9:38:00 AM
From: dreydoc	Read Replies (1) \| Respond to of 77400

As an integrator, we work with both CSCO and LU. I spoke with me LU contacts about this prospect just last week. They indicated that while that would be compelling, LU quietly approached CSCO about union some time back and was spurned by Chambers. Seems LU does not add enough value to CSCO and Chambers is not looking for a partner at that level. So apparently any possible marriage of off. Now LU is looking at ASND (at least that's the whisper). I like both companies. I'd hate to have to choose between them, but looks like that's what's ahead. The voice/data integration market is ripe for both and apparently CSCO wants to slug it out. I told my LU counterparts that I don't think they move fast enough to win against CSCO. Was that a nod I saw from my LU brethren? ;-) dd