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Technology Stocks : Boca research - Reawakening?

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To: Sparky65 who wrote (299)3/18/1997 4:51:00 PM
From: Jeffery E. Forrest   of 640
 
A few comments.
1. I agree that SHVA is a good deal

2. Hayes bought Cardinal because of prodding by Vulcan Ventures. VV is a part of the Paul Allen Group (yes, THE Paul Allen) Allen is an x2 fan. Hayes will now be selling x2 technology.

3. Boca, Zoom and other small modem makers are in BIG trouble. USRX is selling x2 like hotcakes. ROK screwed the pooch with their chipset screwup.
I believe that either Zoom AND/OR Boca will soon go x2 out of a necessity to stay alive.

Good Luck
Jeffery

BTW, I think FORE is a steal down in the low to mid 20's. It should EASILY see 50 and also is a takeover candidate in the rapidly consolidating networking sector.
It has one of the better looking charts in this sector as well.
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