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

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

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Nov 7 9:30 AM EST

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To: Marci L who wrote (1023)	3/12/1998 4:41:00 PM
From: Adam Smith	Read Replies (1) of 1119

Marci My sources confirm the ATT Bell/Atlantic slides. I've never heard of these contracts being announced. Seems like momenteum is finally happening and past is getting behind us. HP relationship is booming. Opening up doors everywhere. Remember the HP salesforce of 20 is trained and selling. They also have HP/Vertel TMN product quotas and it's working!! Customers like the credibility of HP behind Vertel. They are winning more head to head deals against DSET/ISR. DSET may be a flash in the pan over next couple of quarters. MSFT relationship is getting more important also. MSFT going into Telecom in a big way and Vertel fits their strategy. They are opening up doors for Vertel. No read on what analysts are doing. I don't think any credible analyst will bring out a report until after a sequential quarter and op. profit. Too much risk here. Next key dates are announcement of ATT Bell Atlantic deal or earnings announcement. I'm looking for a $7MM or greater quarter. We'll see if Bruce can show us the money! Adam

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