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

To: Immi who wrote (14559)	6/16/1998 11:38:00 PM
From: George Dawson	Respond to of 77400

TLAB + CIEN has optical networking, DWDM and more. George D.

To: Immi who wrote (14559)	6/16/1998 11:38:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 77400

Re. ALL: DOES IT MAKE SENSE FOR CISCO TO MERGE/AQUIRE TELLABS?. NO. TLAB is not a telecommunication infrastructure play, thus its potential addition to the CSCO would be of limited advantage. Let's not create any incestuous relationships here, even in the cyber space.:-) Ibexx

To: Immi who wrote (14559)	6/17/1998 12:04:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 77400

Immi, >>DOES IT MAKE SENSE FOR CISCO TO MERGE/AQUIRE TELLABS?.<< Please see my prior post where I attempted answering this point at: Message 4877064 It depends on what CSCO wants out of such a deal. TLAB/CIEN would be beneficial to CSCO if it intends to accelerate its core infrastructure push with an emphasis on making optimum use of Layer 1 in its product line without depending on resources of others, but it will do little for the premises-based enterprise space in the short term. Either way, TLABs makes CSCO a tougher company to beat, overall, with a heavy weighting in the longer-haul, higher-capacity transmission department. Maybe in the access market as well, from the edge to the client. But TLABs does little to help CSCO combat LU's on-premises, business systems prowess. CSCO needs to partner with, or acquire, another company for that space, IMO. Frank Coluccio