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Technology Stocks : ACT NETWORKS

ANET 132.17

-0.2%

12:16 PM EST

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To: RODNEY W. CURVIN who wrote (2109)	11/13/1997 10:46:00 AM
From: Oscar	Read Replies (2) of 2326

Cisco could have purchased ANET any time in the last 3 years. Instead, it purchased Ardent Communications. Almost all the voice talent is out of ACT. If Cisco buys ANET, Clinton and Gore will have been impeached and Newt Gingrich will be President. Cisco may buy a VoIP startup like Netspeak or VocalTec. Cisco may buy someone with a VoATM solution like Mariposa Technologies but I wouldn't bet on either stratey. If anything, they will buy a company which has an innovative call server product, e.g. Netspeak and some installed base, e.g. VocalTec. Oscar

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