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


To: Freeflight who wrote (14140)5/16/1998 10:32:00 PM
From: Marc Schiler  Read Replies (3) | Respond to of 77400
 
Freeflight,

Thanks for an excellent post. Lucent is the only serious contender (sorry Stockman) and there is surprisingly little good analysis of that battle. The article was a good analysis of the comparative strengths and backgrounds of the company.

The remaining question is:

Long CSCO only (or)

Long CSCO and LU?

LU's PE is not warranted if they only retain the voice market.

Opinions?

MS