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Technology Stocks : ACT NETWORKS
ANET 131.04-1.1%3:59 PM EST

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To: Steve168 who wrote (2107)11/12/1997 6:48:00 PM
From: RODNEY W. CURVIN  Read Replies (1) of 2326
 
hi steve, well put. not many companies out there with this rate of revenue growth trade at book value. product integration is tough and expensive, but it is only a matter of time before this increase in revenue floods the bottom line for ANET.

quote from fortune mag, nov. 24th issue, pg 258 from john chambers of cisco systems

"at least a third or as many as half of our acquisitions next year will be in the area of data voice and video integration...."

to me this spells ANET and FSCX, both innovators with cash on their balance sheet. im not by any means counting on an aquisition but the odds dont look bad. act is a good play either way.

rodnius
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