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Technology Stocks : NetVantage (NETVA) -- fastest growing switch co.

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To: Joe Bilich who wrote (208)12/8/1997 2:58:00 PM
From: Alfonse Rossi  Read Replies (1) of 278
 
Well, Lu has just bought Livingston, right? If they are looking at Ascend at the same time, I am sure that the assimilation of Netva would be easy. I agree with the distraction scenario u posture, HOWEVER ...I believe if someone were to make an offer, that would force the others to seriously jump in. If that happens then we would see some excellent #'s.

Where did the Lucent rumours come from? I can see the attrractiveness of the deal to Lu and others. I wonder at what level in Lu this is at?

Alphonse
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