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Technology Stocks : RETIX (RETX) Perhaps Another Acquisition Target For CSCO?
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To: LLCF who wrote (966)1/5/1998 10:49:00 PM
From: Dana Johnson  Read Replies (1) of 1119
 
A couple of things got my attention:

* There were a lot more participants or, at least, questions, than at the teleconference after the HP announcement. I'd like a list of the participants if it is available. It would be very useful to read their recommendations.

* The Sonoma investment should be finalized within 2 weeks.

* Growing the consulting business is a major opportunity. Vertel has had a smaller portion of revenue from this (as opposed to sales/licensing) than competitors.

* Vertel is expected to be cash flow positive in 2 quarters.
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