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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 57.30+0.8%Apr 29 3:59 PM EDT

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To: The Phoenix who wrote (24006)3/29/1999 10:45:00 AM
From: Techplayer  Read Replies (1) of 77394
 
Gary,

I did not mean to imply that the potential suitor needed a quick hit, but rather that if Fore's business is in fact slowing, then the risk associated with an expensive purchase is higher because there is no defined revenue stream to bet on 2 years out. In the case of LU/ASND, bets are that ASND will be accretive to LU's earnings by .12 next year (I beliueve that it might be .06 post split).

Brian
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