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

To: The Phoenix who wrote (12504)	2/17/1998 3:13:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

Envy often looks like hate. What's worse, envy is a deadly sin. You better edit your message because USRX merged with COMS not BAY. BAY is the result of a colossally failed merger. The market gave both ASND/CSCC and COMS/USRX combinations collective bronx cheers.

To: The Phoenix who wrote (12504)	2/17/1998 3:27:00 PM
From: The Phoenix	Respond to of 77400

Alcatel and Cisco continue their strategic relationship.. dailynews.yahoo.com Gary

To: The Phoenix who wrote (12504)	2/17/1998 4:25:00 PM
From: The Phoenix	Respond to of 77400

REPOST OF MY MESSED UP POST>>>>> First let me apologize for my temporary insanity re: BAY/USRX... -------------let me try again-------------Doh! Stockman, At the risk of siding with Duncan, who is apparently hated (O.K. misunderstood)... I must ask one simple question (O.K. I made it difficult) regarding the survey posted by Duncan. First you'll note that BAY is rated well off the top. Combining two companies like Synoptics and Wellfleet was always seen as difficult since the two were considered equals (in size/revenue/talent) and yet were east/west coast companies. It's been a very VERY difficult road for them. Mergers create inner turmoil/confusion in an organization and no matter how good the team and this almost always translates into poorer customer support and slower product development since neither team has been trained on the entire corporate product line much less their strategic direction. I think BAY demonstrated this well - textbook example some would call it. Now, it may be that BAY is turning the corner on the merger. So, if we assume that things got a bit worse before they got better it may also be that BAY has now returned to an equivalent level of customer responsiveness, technology development, and general talent level as they had prior to the merger. I think this pretty much goes without saying, so once again, I'm interested in your perspective. Plainly, after 3 years of turmoil and assimilation on what would you base what would be a meteoric rise in the survey's categories in less than a year. They were well off the top less than a year ago...and struggled 3 years to get there. Now....all of the sudden they're a great company??? Now I'm not saying that they aren't, I'm just looking to you for some basis for your point of view. Gary