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To: bob zagorin who wrote (1974)	2/9/1998 10:10:00 PM
From: bob zagorin	Respond to of 5650

reposted from ASND News Only thread. note reference to WAN backbone aggregation as top priority. To: blankmind (1154 ) From: Maverick Monday, Feb 9 1998 9:16PM EST Reply # of 1155 CSCO issues a strongest indication LU, NT will acquire datacom cos in the short/immediate term. [Excerpts of CSCO's CC] D/V/V INTEGRATION STRATEGY For the enterprise segment (approximately a $10 billion market), Cisco's five-phase strategy focuses first on WAN backbone integration and aggregation; second, WAN access integration; third, public-switched telephone networking (PSTN) gateways -- the ability to gateway between the networks and the PSTN; fourth, campus LAN-PBX applications and integration; and fifth, unified application capabilities. PARTNERSHIP IN D/V/V. Cisco partners with Alcatel in Europe and with NEC in Japan. Cisco would like to partner with either Lucent (NYSE: LU) or Northern Telecom (NYSE: NT) and continues to pursue that aggressively. Both sides will have to get their commitments established within the next 9 to 12 months, after which time product lines could overlap too much to be effective partners.[meaning several acqs by NT, LU are looming] Cisco is "cautiously optimistic" in this regard.