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

To: JRI who wrote (20955)	1/19/1999 5:52:00 PM
From: Doughboy	Respond to of 77397

Chambers was just trying to sell LU the Brooklyn Bridge. He offered to divide markets with LU (no merger)--you keep voice and we'll take data. Of course, he didn't disclose that he thinks the voice market is going to be non-existent 5 years from now. It was a way to delay Lucent's entry into the fray. As for Cisco being a key supplier to the carriers, Mr. Fun is completely on target that that is the holy grail. Cisco is not there yet but is making in-roads. I read a Merrill Lynch survey of carriers conducted at the end of last year who by a 2-1 margin said that Cisco was their choice for being a key supplier of equipment. Lucent finished a distant 3d or 4th, I believe. ML predicted that in 1999 we would see Cisco begin to land some big ILECs, CLECs and PTTs. Of course, that was before LU did the deal with Ascend, so maybe we'll have to revise. Doughboy.