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

To: voop who wrote (20921)	1/18/1999 9:40:00 PM
From: mauser96	Read Replies (1) \| Respond to of 77397

So far Cisco appears to think that it can get the experience in circuit switched and optical network that it needs internally. At $14 billion market cap now, TLAB would be a big meal to digest. Of course in a takeover it would cost more,possibly as much as ASND. LU is a lot bigger company (at least in terms of revenue) than CSCO.. TLAB isn't one of the companies I follow but according to S&P they lack optical networking products. It would seem sensible for Cisco to buy somebody that has experience dealing with carriers and there doesn't seem to be many viable candidates. Maybe somebody more familiar with TLAB will comment on this. A buy out could be very profitable for TLAB stockholders. Does TLAB's thwarted attempt at Ciena indicate that they know they have to get bigger to survive the coming battle of the giants? A short article on relative strengths and weakness of CSCO,LU,NT zdnet.com

To: voop who wrote (20921)	1/19/1999 8:50:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 77397

voop, you pose an interesting, yet familiar, question. >>where do you see TLAB in this story as it has no data networking partner and its competition is mainly LU and NT who have now done the dance. I think a hook-up with CSCO would blow everyone away << Maybe so. In addition to their normal competitive concerns re LU and NT, their larger issue centers on the need to embrace the IP model in a more fundamental sense. And if that means an acquisition by CSCO or whomever, they'd better tend to it, before they are relegated to the role of grounds-keeper for yesterday's [purely circuit-switched and sonetized] technologies. Of course, they could always attempt to grow their own, but there would be long periods of boring silence between bus stops on that road. TLAB is a primo player at Layer 1, and some other ancillary sectors, but they lack Layer 2/3 prowess, just as they lack sub-layer 1 optical capabilities in the larger sense. Even from their physical layer strong point, they obviously need the incorporation of an optical base, but I'm not telling you anything new here. For some insights into this space, you may want to go to the SilkRoad thread here in SI where I've posted a paper from Telecommunications Magazine titled: "The Role of Optical Internets in the New Public Network" at: Message 7336986 Best Regards, Frank Coluccio