RETIX (RETX) Perhaps Another Acquisition Target For CSCO? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : RETIX (RETX) Perhaps Another Acquisition Target For CSCO?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Marci L who wrote (931)	11/23/1997 10:27:00 PM
From: Adam Smith	Read Replies (2) of 1119

"I wouldn't be so sure of CSCO not buying a TMN company. Just remember that they own a stake in OSI." Double negatives Marcil. What's your original language?..:) Cisco won't buy them at this time but like I said if TMN takes off Vertel could be bought by a host of the players. The switch mfgs, HP, Lucent, ATT. Really any big player in telcom would see them as highly valuable if they emerge the marketshare leader along with HP/Openview. The price will be well north of 20. Probably 30 if this happens. Not trying to start a rumor just fast forwarding 12 months from now if all goes their way. Alot of execution has to be done between now and then by Brown and Co. but the potential is there. Look at the downside as being Vertel being bought by someone(HP) at 5 bucks a share if RETX runs out of cash shorterm. If they sell off Sonoma and get the cash to rev up Vertel the value could well be $30bucks. Sure sounds like a good risk/reward equation. Adam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next