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Technology Stocks : ACT NETWORKS

ANET 129.83

-0.6%

Jan 16 9:30 AM EST

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To: som who wrote (1342)	8/1/1997 9:50:00 AM
From: charger	of 2326

I used to be extremely bullish on the whole lot. Great future, etc. Now I'm not so sure anymore. Who has the most cash? Who is able to raise more easily? I haven't really looked into the answers yet, but my feeling is that one or two of them will make it and one will bite it. The core ADSL technology is patented and necessary. Most likely, one of them will either merge or get bought outright by a big boy. If I had to pick one, it would be AWRE, just because they seem to be lining up with the right players. However, if you're good at throwing darts, you might want to try your luck! An analyst just upgraded AMTX from hold to buy yesterday, so maybe he knows something.

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