CSCO - Let's Make Money on Their Buyout Candidates

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CSCO - Let's Make Money on Their Buyout Candidates

An SI Board Since November 1998

Posts	SubjectMarks	Bans
19	1	0

Emcee: Don Pueblo	Type: Unmoderated

Introduction Compact

Chambers said last week he was looking to buy 10-12 companies within the next year and a half with CSCO's 5 billion in cash. I'm not smart enough to guess who the candidates might be. LHSPF? ASND? (kidding)

I am smart enough to ask people who know more that I do.

If memory serves, he mentioned voice recognition and telephony.

Who do you think they will buy, and why? Let's ride the buyout train. (Cisco employees, especially engineeers, can PM me with their picks; thanks in advance.)

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
19	So Question...will Cisco build or buy on the high end routers to compete agains	The Phoenix	-	4/15/1999
18	PAIR bid up 1	sand wedge	-	4/13/1999
17	So I'm guessing the CSCO Engineers never did PM you, too bad<gg> Look	jbIII	-	4/13/1999
16	I know! GEOC for 60 bucks! Ooops. Too late. Rats.	Don Pueblo	-	4/13/1999
15	i sold my stake in CS today, time to move on to other things. made enough to b	Fredman	-	11/11/1998
14	That's not a bad pick! But Fred, it looks like my idea for gaining the uppe	Don Pueblo	-	11/11/1998
13	don't laugh - CS ? Cabletron. ?????????/	Fredman	-	11/9/1998
12	Great idea for a discussion thread. I had the same reaction to the CEO intervi	sand wedge	-	11/9/1998
11	TLC, If you do a subject title search on Voice Recognition you will find sever	jbIII	-	11/9/1998
10	In the voice recognition and telephony area, a very good company is Periphonics	jach	-	11/8/1998
9	Up till now, CSCO tends to acquire young startups, and not public companies exc	jach	-	11/8/1998
8	Although they are competitors, FORE is also a candidate for CSCO. In fact, if o	jach	-	11/8/1998
7	Thanks, jach. Obviously, others agree, the stock is moving up. Any other ideas,	Don Pueblo	-	11/8/1998
6	This thread is a great idea, Chicken. I have heard that most of their buyouts h	LindyBill	-	11/8/1998
5	CIEN: Although CSCO said they were not interested at that time, IMO CIEN techno	jach	-	11/8/1998
4	Thanks! Somebody PMed me about this company #Subject-17688 ETEL about a year ag	Don Pueblo	-	11/8/1998
3	Thanks! The truth is that I really am interested in more info on the subject. I	Don Pueblo	-	11/8/1998
2	Hey--Nice idea you have-- A fantastic forum to sucker all the cOUSIN SHORTY w	Curtis E. Bemis	-	11/8/1998
1	TLC, Cool idea. Here's my pick: ACVC Cisco bought Selsius, an IP telephon	Peppe	-	11/8/1998

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