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

To: Spartex who wrote (19173)	11/9/1998 1:49:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77397

Uh... what are you talking about? CSCO (and Msft too) would love nothing more than if LU were to pick up NOVL. LU hasn't got their act together in the key target markets yet. To extend themselves beyond simply delivering infrastructure at this point would slow them down even more. There is consolidation in this industry - no doubt - but I think you're thinking WAY out of the box. The type of acquisitions you're thinking about will happen but maybe 5-10 years from now. You're point about Msft is lost on me. Yes, Msft is working to deliver user services - this is distinct from network services I think. OG