Xylan Message Board - Msg: 8110997

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Technology Stocks : Xylan

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To: polarisnh who wrote (4061)	3/2/1999 2:51:00 PM
From: pat mudge	Read Replies (1) of 4135

Steven -- I think the joint venture between COMS and Siemens precludes COMS being bought. I don't know much about FORE except its ATM is for LANs. However, I hold a small position just in case. . . :) As for CS, I saw their presentation at the RS conference and afterwards ran into Peter Sommerer, NN's former COO, who said it felt like a wake. I had to agree. NOKA and ERICY have stated they're looking for acquisitions in the US, and I'm guessing they'll be small to mid-sized companies, not major acquisitions like LU's purchase of ASND. Having said that, I know they've showed interest in NN -- and would certainly benefit from their ATM position --- but I don't see it happening for a couple years -- not until TM's ready to give up control. I could be wrong. I just know that was the sticking point when they were in discussions with LU. Cheers! Pat

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