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Technology Stocks : Secure Computing - Integrated Network Security -- Ignore unavailable to you. Want to Upgrade?

To: joshi who wrote (403)	3/25/1998 7:24:00 AM
From: Sal Davis	Respond to of 930

Watch out for Cisco acquisitions! Will Secure be next target?? Cisco sees more purchases, revenue shift By Kevin Morrison SYDNEY, March 24 (Reuters) - Cisco Systems Inc said on Tuesday it expected to continue to grow by acquisition, while boosting the proportion of group revenue from video, voice and data network equipment services. ''I think there is a good chance that our service provider revenue, directly or indirectly...will if we are successful move from 30 percent to 50 percent of our revenue by 2001,'' Cisco president John Chambers told reporters after a business luncheon speech. The above was referenced on last night's Nightly Business Report as the reason for Cisco's 3+ point gain yesterday. Although the Reuters story does not mention network security, it does point out that Cisco'a main competion is from Bay Networks and Newbridge which I beleive have been acquiring network security companies and their technologies to bundle with their own products. Here is the link to the complete story: Message 3817402 You take it all together and it begins to get very interesting. Sal