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

To: Boplicity who wrote (14698)	6/23/1998 1:22:00 PM
From: Eric	Read Replies (3) \| Respond to of 77400

Greg, I'm glad to see them going it alone. Now Cisco can really put the pedal to the metal. IMHO I don't think LU or NT can keep up with Cisco's speed of innovation. The BAY merger with NT will slow them down and LU will have to execute much faster to keep it's position in voice, let alone data. regards Eric

To: Boplicity who wrote (14698)	6/23/1998 4:37:00 PM
From: Daniel W. Koehler	Read Replies (2) \| Respond to of 77400

greg I share your worries. Sounds like Sony's stand on Beta vcr technology when the consortium went with VHS. Maybe not an exact fit as a metaphor. I'm surprised the market reacted so well to the statement - perhaps the momentum of the MSFT rally just pulled the Big Techs along as a group. In Chambers defense, he did say that going it alone would be better for shareholders. Was long to 85 now small short position. expect the fund managers to keep buying up until month end for momentum window dressing. ciao, daniel