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Technology Stocks : Boston Technology - BSN
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To: Taboo who wrote (64)7/23/1997 6:25:00 PM
From: Darryl Olson   of 138
 
Taboo:

I agree with you. First, when two companies the size of Lucent and Octel combine, they usually encounter some hiccups. Second, smaller more customer-focused companies (ala BSN) are usually more nimble and responsive when it comes to servicing customers - I don't see this with Lucent/Octel. Third, with the departure of Octel, potential customers have less options. Fourth, the merger with Lucent puts pressure on the companies you noted - if not an outright acquisition, BSN stands to gain some strategic alliances and/or joint ventures.

I think the market took the merger news as a negative for BSN. I actually see more positives as I think it through. Hopefully, the market will agree. Good Luck!
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