Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (2613)	6/25/1998 1:52:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 7342

>I'm long CSCO, and I would favor a TLAB deal, even thought it would >mean a short-term hit for CSCO. Any thoughts? paul. honestly, i try not to make a habit of foretelling, particularly when it comes to acquisitions and mergers. now that we've gotten the obligatory couch out of the way, here are a few less than definitive and unfortunately, inconclusive musings. --like lucent moving into networking, cisco must get into telephony. both are vying to define a new generation of networking. --if i'm not mistaken, cisco is one the last big players without optical/dwdm technology and in my opinion, that can't last. --as you know, cisco prefers snatching up smaller more easily digestible companies (at least four already this year). witness netspeed, lightspeed, and uh, warpspeed? --there are other private optical players developing switching technology that could tempt cisco. pirelli (whom ciena settled with earier this month: marketwatch.newsalert.com comes to mind. --in a way, cisco and tlab have already partnered, given that cisco and ciena previously announced the joint development of next-generation optical 'internetworking' technologies back in apr. "Initially, Cisco and CIENA will work to enable service providers to build high-capacity IP backbones by interfacing the Cisco 12000 Gigabit Switch Router (GSR) directly to CIENA's long-haul, dense wavelength division multiplexing (DWDM) systems." marketwatch.newsalert.com