Boca research - Reawakening? Message Board

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Technology Stocks : Boca research - Reawakening?

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To: David Lawrence who wrote (437)	7/26/1997 10:27:00 PM
From: Stu	of 640

I agree that the days of the flex players you mentioned are over. I also agree that it's only a matter of time before consolidation takes place. But I'm wondering how the consolidation will take place, and how I might position myself to take advantage of that. My impression is that Boca is the best run but least diversified of the bunch. I'm still trying to see what other places Boca, Zoom, Hayes, etc. can look for revenue. None of them seem to have anything even remotely exciting coming out as far as new technology goes. Are you positioning yourself completely on the sidelines for this? Any intuition on where things might be going?

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