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


To: Glenn D. Rudolph who wrote (13550)4/20/1998 10:16:00 AM
From: The Phoenix  Respond to of 77400
 
Glenn,

I wouldn't expect this to change. Rather you'll probably see CSCO seek help (partner with) telecom manaufacturers...or application vendors (OCP, UCP, type stuff)... ASND's product line has a near 100% overlap with CSCO's product line and therefore offers little value add. (Note that shouldn't read that Cisco has a 100% overlap with ASND as I know you're aware that Cisco's product line is far more broad)

Gary