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

To: StockMan who wrote (14639)	6/20/1998 3:07:00 PM
From: gbh	Read Replies (1) \| Respond to of 77400

-- Cisco has very few patents -- Most of LU's products were voice based and Cisco's data based. -- LU has been at it for decades, Cisco is a new comer. These are all facts, but none of these facts has anything to do with the possibility of a countersuit. The fact is neither you nor I know enough about Cisco's patents and how they relate to Lucent's products to speculate on the validity of a possible countersuit. But I would agree, that on the surface, it appears Cisco's most likely course would be to license. Maybe LU was asking for too much, and Cisco feels the case is tenuous. This is just speculation on my part. Because Cisco's algorithms and code and hardware is not widely available (open) to examine They are pursuing a patent infringement case. So they obviously know quite a bit about Cisco's products. I'm sure LU picked their 8 best chances. Of these, maybe just few have any validity. Of course, I'm just speculating. But after 18 months, I'd suspect this is the whole shabang. Most of the other networkers products are based on open standards. thus the impact is not as great as Cisco's. Again, without knowing the details of these patent claims, and current licensing agreements, its impossible to know what companies might eventually be impacted. This is again pure speculation.