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Technology Stocks : USRX

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To: Glenn D. Rudolph who wrote (15726)3/18/1997 1:16:00 PM
From: Jeffery E. Forrest   of 18024
 
Glenn, interesting idea.
LU has FAR exceeded expectations since it IPO'd. I remember MOST analysts saying that it's IPO price was WAY too high,yet they have done VERY well and it APPEARS that they will continue to do so.

They have a good solid stock price to bargain with if they wanted too and certainly there are some REALLY beat up networkers strewn around the playing field. CSCC is a great example of a good company that could be had CHEEP.

I do know that USRX was FAR more concerned about what LU was up to inre 56k than ANYBODY else.
USRX was NEVER really worried about ROK, and they considered MOT a joke from the gitgo.

LU on the other hand was the wild card.
Their silence bothers me. I'm hoping that it spells trouble in paradise btween ROK and LU, but I have a feeling that LU might be playing it smart and lying low until they can't come out punching.

Seems like they can't stay silent MUCH longer though without USRX gaining even MORE momentum.

I don't know about LU being on the acquisition trail, BUT I do wonder if they will come out with a kick-ass product.
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