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

To: John Stichnoth who wrote (23637)	3/14/1999 2:09:00 PM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 77400

John-- Very impressive analysis. What about revenue per employee-- Do you think that might be another factor ?? Productivity ??

To: John Stichnoth who wrote (23637)	3/14/1999 5:39:00 PM
From: John Meares	Read Replies (1) \| Respond to of 77400

Are the LU figures based on the LU+ASND merger or just LU as it now stands? How will CSCO compare to LU/ASND merger? Will the merger challenge CSCO's leadership?

To: John Stichnoth who wrote (23637)	3/14/1999 10:09:00 PM
From: jach	Read Replies (2) \| Respond to of 77400

John, a simple question for you. If you have enough money to buy either LU+NT or just CSCO, what's your decision going to be? Assumed they're selling at their current mkt cap. LU+NT have 5 times the revenue of CSCO. LU+NT generates 3 times the profit of CSCO. And LU+NT pay dividend. For the long run, LU has Bell Labs, NT has their Bell Northern Research labs, their ASIC/silicon foundrys and many many patents. And not to mention the large installed base of 4E/5E and the DMS switches. So, imo, csco is overpriced now.