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

To: Frank A. Coluccio who wrote (20893)	1/18/1999 2:59:00 AM
From: MMW	Read Replies (1) \| Respond to of 77397

I wellcome ASND/LU combo. I think LU has made an important step towards the datacom market. As pointed out by you and a lots others, this merger has not been perfect because both ASND and LU do not have Layer three routers to form IP network. The recent development IP networks in the several ISP network are very well under way. Given CSCO has so many installed base in this space which forces every new comers into this space has to compatible with CSCO router, I think LU still lack of IP products. Both LU and ASND have developed IP router in the past, LU's Packet- star and ASND's GSR have not shown they made any progress in the IP market. I would agree LU/ASND has a strong position in ATM/Frame Relay in carrier's market. But come down to IP carrier market, they have nothing to show for it, where in fact is faster growing market than any of other datacom market. Please comment on it! Cheers! Mike othe