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


To: djane who wrote (16135)8/19/1998 10:24:00 AM
From: nealm  Respond to of 77400
 
Newbie question -- I entered my first CSCO position last Wed. and am getting up to speed.

Does anyone on the thread have an idea as to how LU's acquisition of Yurie Systems will position themselves to go against CSCO? LU paid $1B cash for tiny YURI and obviously has big plans to use their ATM products. Although as I understand it, YURI's strength was ATM products for legacy telecom systems. Any insights greatly appreciated.

Neal