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Technology Stocks : Octel Communications OCTL

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To: David R who wrote (706)7/21/1997 10:29:00 AM
From: David Mckenna   of 733
 
David:
You mention CGRM as the largest independent VM, what about BSN and CMVT?
BSN has a market capitalization of ~9 times CGRM. (and they are independent).
How will the OCTL/LU merger impact BSN? And what is your opinion of BSN?
Do you think ERICY, NOK.A, NT, MOT or any large switch manufacturers will try to acquire BSN or CGRM?

Thanks for your time.
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