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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked
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To: Tim Luke who wrote (65299)10/12/1999 10:47:00 AM
From: jas cooper  Read Replies (3) of 90042
 
gec
siemnes
nok
nt
csco
lu

not a bad list eh

Tim,

I'm wondering. With GEC having recently bought FORE, what puts them at the top of your list? Is it solely based on Maria B's one line rumor three weeks ago, or is there some more compelling reason?

Same thing with NT? Isn't enough on their networking plate with BAY? or LU with ASND?

And from Chamber's recent comments, seems like CSCO is an unlikely suitor.

This is not a shot, but a question that puzzles me. Perhaps you could explain your reasoning here.

Thanks, jas.
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