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Technology Stocks : Shiva
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To: Ed who wrote (2490)12/3/1997 1:11:00 PM
From: bob zagorin  Read Replies (2) of 5036
 
Shiva is holding up quite well today (in fact, it's up) on pretty good volume.

just heard Eric Benhamou (sp.?) on CNBS. He attributed channel problems to 1) Asia 2) 56 standard confusion. He did say Europe & U.S. growth remains strong.

FWIW, I would much rather own a slimmed down, focused company like Shiva right now than COMS. They are vulnerable all over the place. Intel is a serious competitor on NICs, their Robotics purchase is a potential liability with X2 possibly losing to K56 and, in general, they've got too much hanging out all over the place.
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