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

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To: Alfonse Rossi who wrote (209)12/8/1997 8:10:00 PM
From: Ardee  Read Replies (1) of 278
 
Alphonse et al,

I own quite a bit of Asnd and nothing would make me happier than seeing a Lu buyout, but frankly I am very doubtful this will happen.

As far as Netva's switching technology and new product line, it is needed and perhaps may become pivotal to Lu and other Netva OEM's future strategies. Again, I want to remind all that many of Netva accounts are heavy hitters with histories of buying small co.that had the tech they needed.

IMO, if Netva demonstrates that they can successfully produce what they say they can, they are going to be gobbled up.

Needless to say I've been wrong before. But I like the odds here.

ARDEE
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