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

To: Tony Viola who wrote (20857)	1/16/1999 12:59:00 PM
From: nihil	Read Replies (1) \| Respond to of 77397

ASND mergers usw I don't know about all mergers, but after I posted a few thoughts some months ago people emailed me from as far away as Canada explaining the bad karma of a merger. There's a good study here, but I guess the worst culture clash is a start up, high growth, widespread options grants, escalating growth taken over by some slow growth mid-tech monster without an options plan for everyone. I haven't checked out LU and ASND on the options question yet (the Def14A's the place to go) but that is where I'll check. Agreement to a takeover bid is the call of the board and the stockholders. Optionees always get replaced or cashed out and are happified by their recent good luck -- they say I'll wait and see .. and they wait, and see them merged into the parent's predetermined teams. Their annual grants are determined by their new boss "who of course can't tell what you did in the old company, so we will ust have to wait and see." The old sub bosses can't get their projects approved until they're fully up to speed on our new product and capitall budgeting systems. So they'll just have to wait and see? Soon everyone is standing around waiting and seeing, wetting their fingers and sticking them up their asses to see which way the wind is blowing. Pretty soon all you see, after two missed quarters is the farm below and smoke and flames coming out the back. Time to die.

To: Tony Viola who wrote (20857)	1/17/1999 1:54:00 AM
From: lkj	Read Replies (1) \| Respond to of 77397

Why is there so much talk about culture problem for the Lucent/Ascend merger? There didn't seem to be any culture problem for the Lucent/Octel merger. That was a East/West Coast merger. Lucent has changed its culture a lot since span off from AT&T. If it didn't have a problem with a silicon valley company two years ago, why should it have one now? If I were an employee of ASND, I would think that I can fight Cisco a lot better with Lucent.