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 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: Wigglesworth who wrote (8885)	11/9/1997 2:35:00 PM
From: David Lawrence	Read Replies (2) of 22053

>>I'd be terribly disappointed if the coms+usrx merger remains the biggest of networkers. It could come down to a question of semantics. COMS/USRX was indeed a merger by two measurements: 1) nearly equal parties; and 2) stock for stock. It may will be the last big merger, since anything Lucent does would probably be viewed as an acquisition, and I don't see COMS or CSCO merging with anyone. But, anything is possible. I thought the speculation of T entering the affray an interesting albeit unlikely possibility. I hadn't thought of that. I think the article missed another player: DSC Communications. If we take the view that telecom and datacom are on convergent paths, many more possible combinations come into play.

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