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

To: Frank A. Coluccio who wrote (14864)	6/30/1998 1:04:00 PM
From: Jeff James	Read Replies (1) \| Respond to of 77400

>>Agreed. That, in itself, would ordinarily make CSCO a natural takeout target for IBM. Any thoughts on that one?<< Disagree - IBM loves selling big iron. While they have other solutions for the middle tiers, as long as CSCO provides a piece of the puzzle that sells more mainframes, they're happy. I there's really much in the revenue plan for FEPs anyway, since product lines like host-on-demand, their new 'Host Publisher' (A blatant duplicate of a product already provided by Attachmate, BTW), and even some of the positioning of the new AS/400s has already pushed FEPs to the back burner. I think IBM will be right behind this - they'd do almost anything to sell mainframes, that's where the profit is for them. JJ

To: Frank A. Coluccio who wrote (14864)	6/30/1998 1:29:00 PM
From: Trina	Read Replies (2) \| Respond to of 77400

Frank, " Agreed. That, in itself, would ordinarily make CSCO a natural takeout target for IBM. Any thoughts on that one?" I don't think so. CSCO approached IBM back in 1991, but IBM declined. Since then CSCO started taking IBM market share in SNA and other multi-protocol environment. CSCO indicated that it captured 80% of SNA market. I, however, agree with Jeff James: "I think IBM will be right behind this - they'd do almost anything to sell mainframes, that's where the profit is for them." BUT.... in this crazy market anything is possible. Who knows! IBM or maybe even LU may target and gulp up CSCO!!! This is highly speculative, indeed! /Trina