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Technology Stocks : Boston Technology - BSN

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To: Taboo who wrote (59)	7/17/1997 6:16:00 PM
From: Ray DaSilva	of 138

I think that Lucent may also believe that there may be anti-trust issues, which is why this is a cash offer, when a stock deal would have made more sense. (they expect the deal to close in August).This buyout does throw the cat amongst the pigeons. Siemens, Nortel, Ericsson and Alcatel will now have to integrate VM with their switches to compete with Lucent instead of depending on Octel. Although BSN may loose out, espically with their AT&T deal, this may work to their advantage with the other vendors. BSN may become a takeover candidate. All VM companies with exposure to AT&T were hit today. This deal may trigger consolidation in the VM market, with DGSD the next to go, (probably Siemens). Nortel or Ericcson with BSN??? BTW I am long OCTL, BSN and DGSD. Ray BTW I do own OCTL, DGSD and BSN.

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