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

To: Jay Couch who wrote (20693)1/13/1999 8:27:00 AM
From: dreydoc  Read Replies (1) | Respond to of 77397
 
Sure will make for action on the threads short-term.

This reminds me of two years ago, Feb '97 when 3COM announced the USR combo. Was touted as "The" megamerger to radically alter the LAN-WAN marketplace. Admittedly, I was nervous then, CSCO looked like me-too player, but I hung on, accumulated and am glad of it.

This will be an excellent test of CSCO's savvy and management - I can't think of another company whose virtues in those dept's I'd rather bet on.

Of course, holding some LU wouldn't hurt either...;-)

dd



To: Jay Couch who wrote (20693)1/13/1999 11:22:00 AM
From: Eric  Respond to of 77397
 
Jay

I have to say that I really like the price action in the stock today.

Talk about a neck snapping turnaround!

I probably have been teasing people too much about the LU-Ascend merger but it was the only thing logical for Ascend going forward. They are just too small going forward to compete against Cisco.

This should be a good test of management abilities going forward. I'm betting on Cisco.

The lean mean fighting machine!

Eric


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