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

To: aladin who wrote (21748)2/2/1999 8:03:00 PM
From: Judy  Read Replies (2) | Respond to of 77397
 
John, I listened to Chambers comments on competition from LU/ASND and did not interpret his comments as a "slam". I found his comments to be objective, and I have confidence in both CSCO and LU long-term, NT ranks second.

WCOM is high on my list but plays in a different space for now. Since you work for CSCO, what are your views on WCOM?



To: aladin who wrote (21748)2/2/1999 9:51:00 PM
From: Mighty Mizzou  Read Replies (1) | Respond to of 77397
 
Good points, John. Thanks for dropping a line. Your Ericsson comment has me a little puzzled. What strengths do they have that pose a threat?



To: aladin who wrote (21748)2/3/1999 10:01:00 AM
From: Thomas Haegin  Read Replies (1) | Respond to of 77397
 
John, I see you are a CSCO engineer. Just very briefly, do you have a take on Tellabs (TLAB)? Is a business combination CSCO/TLAB conceivable? Only briefly, if you can,

Thanks a lot,
Thomas


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