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

To: Gerald Walls who wrote (14604)	6/19/1998 6:41:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 77400

CSCO: FAHNESTOCK has reiterated estimate for quarter ending 07/98 of $0.47 on 06/15/98

To: Gerald Walls who wrote (14604)	6/19/1998 6:50:00 AM
From: Zoltan!	Respond to of 77400

Analysts say it's just a PR stunt by LU to get people to think they can innovate like Cisco: Maribel Lopez, an analyst with Forrester Research Inc., suggested that the suit against Cisco is Lucent's way of giving notice to competitors that it, too, is a data-technology innovator. "I don't think this is about recapturing {damages} as much as it is about Lucent saying: 'We know data; we developed technology that is at the foundation of data networks,'" she said. interactive2.wsj.com!BT06/18++5146!&time=06/19+02:05 Cisco's response was all class: San Jose, Calif.-based Cisco said it hadn't received a copy of the lawsuit, and declined to comment, pending review of the suit. "However, we are very disappointed by these claims," Cisco said. - ibid.

To: Gerald Walls who wrote (14604)	6/19/1998 8:07:00 AM
From: bill c.	Read Replies (2) \| Respond to of 77400

[ Patents ] It seems CSCO started this stuff..... ....According to federal court papers filed in Delaware, Lucent's lawsuit was provoked by an Oct. 8 letter from Cisco charging Lucent with violating three patents held by a Cisco subsidiary. Lucent's response isn't surprising, said Kent Richardson, a patent attorney with Wilson, Sonsini, Goodrich & Rosati, a Palo Alto, Calif., law firm that specializes in technology companies. "That's sort of the standard: If someone goes after you, you pull out your portfolio," Richardson said. "That's why you keep your portfolio: for defense ... What is surprising is that given the kind of firepower that Lucent has, that Cisco would go after them." Cisco, Richardson said, has fewer than 20 patents on record -- less than many other companies its size. Bell Labs, on the other hand, gives Lucent several thousand patents -- including patents that cover much of the technology now used in data networks, Richardson noted. "Lucent probably took its top 100 patents and filtered them down to 8 that they could sue on," he said... techweb.com