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Technology Stocks : Boca research - Reawakening?
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To: Stu who wrote (439)7/26/1997 11:45:00 PM
From: David Lawrence   of 640
 
Stu, COMS is my largest single holding via USRX. As far as Zoom, Boca, Hayes, and Diamond, I'm watching closely for any opportunity that manifests itself. Hayes already grabbed Cardinal, and I presume they will go after Zoom or Boca next. I think the recent activity in Diamond is a false start, but who knows. I just don't see any future for any of them as independents, except perhaps Diamond as they are more diversified. Microcom (Compaq) might go after one or more of them too. On the sidelines, for now.
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