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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF
COMS 0.00400+185.7%Dec 5 9:30 AM EST

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To: David Lawrence who wrote (4439)8/25/1997 3:51:00 PM
From: Wigglesworth   of 22053
 
<< including the possible acquisition of 3Com. It's actually a better fit in many ways, as 3Com's distribution channels and international presence are vastly superior to Ascend's. And, an acquisition of that size is certainly within Lucent's means.
There. I'm on the record.>>

That's not good enough, David. We want to record your expected LU/COMS stock swap ratio too. What do you think is a reasonable exchange? :-) I don't like the 1.75 coms/usrx number. Hard to multiply without the calculator.

Months ago you mentioned the IBM possibility. Where is that now? (Someone is keeping a record of your predictions here.) And how is the LU-BAY match? Better or lesser than LU-3Com?
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