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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (5686)	5/6/1998 11:03:00 PM
From: l. niedzwiecki	Respond to of 6980

I was reading Motley Fool's "Cisco Conference Call Synopsis" and this caught my eye. With all the rumors going around about mergers and buy outs, these statements are very telling. I mean if Chrysler and Mercedes can do it, why can't Bay and ??? "Partnership with Lucent or Nortel. In the recent past, Cisco has said they would be interested in a partnership with Lucent (NYSE:LU - news) or Northern Telecom (NYSE:NT - news) . President and CEO John Chambers said that his optimism about a partnership with Lucent is wearing down considerably. The more the two companies talked, the clearer it became that differences in company culture and business strategies provide significant obstacles to the kind of partnership that Cisco envisions. Nortel presents some of the same challenges, but time will tell whether a partnership is possible." "Areas of Concern. Economic conditions in specific countries will continue to be a major factor in determining internetworking growth rates. Cisco remains "paranoid" about competition both from startups and from large players, including well-funded players in the voice market. Year-2000 challenges could divert resources from Internet spending. Government temptations to regulate the Internet could also affect its growth." For the entire synopsis go to the Motley Fool. Has anyone listened to the Cisco CC to add additional thoughts? Niedz