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Technology Stocks : RETIX (RETX) Perhaps Another Acquisition Target For CSCO?

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To: Marci L who wrote (899)11/2/1997 9:59:00 PM
From: Adam Smith  Read Replies (2) of 1119
 
Marci

2 companies for the price of one. That's what Joe Stephan told us
also. Biggest problem is the story is not fully understood. Any
money manager looking at the financials would have to be
worried. Negative cash flow, losses for years, confusing management
structure. Competing in land of giants. On the other hand if anyone
knows and talks with Jeff Drazen of Sierra Ventures they'll get
the positive side of the story.

If Vertel or Sonoma can land some big contracts this quarter the stocks
going to take off. Telco spending is highest in the 4th quarter. Vertel
just got back from their big show and Sonoma has one beginning
next week. We'll know soon enough if their products were received
well.

I think their technology is worth at least $20 per share. I do think that
within the next 12 months that value will be realized.

Adam
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