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

To: wiley murray who wrote (19865)	12/17/1998 10:34:00 AM
From: DiB	Respond to of 77400

Wiley, thanks for the post. I was confused because you typed GI (which is some petroleum product company) not GIC. Well, sometimes keyboard buttons are too small for me too :o)

To: wiley murray who wrote (19865)	12/17/1998 10:45:00 AM
From: Lynn	Read Replies (2) \| Respond to of 77400

I don't think CSCO will buy GIC. I think LU is more likely, including GIC's proximity to LU's PA division. Lynn

To: wiley murray who wrote (19865)	12/18/1998 11:45:00 AM
From: The Phoenix	Respond to of 77400

Cisco won't buy GIC. Not a chance. 1 - Buying GIC would eliminate Cisco's opportunity to sell software technologies to other set-top box manufacturers. Software which will help drive infrastructure. 2 - Set-top's are a low margin business. cisco is looking for high margin businesses.. 3 - Although Cisco does sell hardware they're value add is in software, GIC is a pure hardware play. 4 - Cisco is already doing well in the set-top space and getting what they want...so this purchase would make little sense. OG