COMS & the Ghost of USRX w/ other STUFF Message Board

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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: Wigglesworth who wrote (4475)	8/25/1997 4:42:00 PM
From: David Lawrence	of 22053

WW, Sorry, can't comment on a swap ratio - my tarrot cards are out being stripped and waxed. It's an interesting situation - LU has stated their interest and intention of making some significant networking acquisitions, and at the same time turned their noses up at the lofty valuations of some companies. I think Bay was the consensus first choice, but their PE is getting up there with the likes of Ascend. 3Com is far more affordable on a valuation basis. I don't think anything major is going to happen in the near term, because if my memory serves correctly, LU can't to a pooling transaction until mid-1998. As far a keeping track of my predictions, I don't remember if you were hanging around these parts back then, so here's my crown jewel: techstocks.com

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