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

To: LindyBill who wrote (15253)	7/22/1998 3:29:00 PM
From: Mir	Read Replies (2) \| Respond to of 77400

Gorilla Game and Bed Fellows CSCO needs to have another gorilla bed fellow in the voice and wireless world i.e. you need two to tango. The real all out fangs drawn, teeth showing, fur flying war is possible when Cisco and Ericcson called Ciscoricsson :-) can/would marry. This will be an ideal marriage as voice and wireless are Ericsson's playground. Throw in TLAB as a High-speed Physical (p)layer and you have a dynamite. Currently, only Nortel (after BAY buy) has all technology components. LU's brand name and marketing are tops and they would be actively acquiring companies starting October. I wouldn't be surprised if they turn hostile towards CSCO in October. ALA and Ericsson are 800 pounders but active in markets other than NorthAmerica. ALA going for NN would be another good bet. As far as stock value is concerned CSCO is the best value for the buck. CSCO revenue per employee is atleast 3x of any other comparable companys'. Ascend has excellent revenue per employee as well. Mir