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

To: The Phoenix who wrote (19045)	11/6/1998 12:50:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 77400

Gary, I think it might be a "Santa Barbara" word. Was at a customer there the other day and I swear that "orthogonal" as used 10 times in an hour. At $5B, NOVL does seem expensive. But it would seem that part of LU's strategy to compete with CSCO would have to include learning how to fit software into their "big iron" picture (not necessarily an argument supporting my idle speculation about NOVL). JXM

To: The Phoenix who wrote (19045)	11/6/1998 4:15:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 77400

Gary, Regarding the LU Novell acquisition discussion, although I wont say anything is happening there, I would not throw this idea completely out the window. The reason I say that is because Novell is not as much in the software game as they are in the "Network/Internet Infrastructure Software" game. Ask them what their primary role in life is now. That is what they will tell you. Based on that business objective for NOVL, they would make a good fit for LU which is in the "Network hardware infrastructure". A possible good fit IMO. Toy