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

To: LindyBill who wrote (20795)	1/14/1999 10:07:00 PM
From: dreydoc	Read Replies (1) \| Respond to of 77397

LindyBill: That's funny, thanks. Global isn't a choice in this market, it's an absolute necessity. But your comments are appreciated. My thinking is more along these lines... [excerpt from Prudential Report 1/14/99]: >>...The issue is not Lucent versus Cisco, but rather the threat Cisco and Lucent pose to other competitors. Cisco has already learned how to compete against Ascend and therefore the acquisition does not present any addition threat to Cisco's ATM business or its dominance of IP and routing for the next six to nine months. Beyond that point, Lucent's muscle is likely to be felt by Cisco, however we think the opportunity for them is to focus on other competitors. Combined, Lucent and Cisco have less than 15% of the global carrier market. It makes more sense for them to go after the lower hanging fruit, the 85% market share held by the competition around the globe, rather than to be at each other's throats.<<