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

To: Mir who wrote (15257)	7/22/1998 5:47:00 PM
From: devans	Read Replies (2) \| Respond to of 77400

I found it interesting that when NT+BAY announced, one of the things the analysts were critical of was the fact that there was very little overlap. They saw the fact that there was no manufacturing or sales forces which could be rationalized as a BAD thing... You state that CSCO's valuation has something to do with speculation that they are a takeover/merger target for the likes of LU, ERICY or ALA. I think you are closer to the mark when you suggest that CSCO is on a roll because they are well positioned for the (inter)networking boom. Let's hope things continue to roll...