The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: MARK C. who wrote (34552)	4/29/1999 9:53:00 PM
From: schlep	Read Replies (1) of 90042

Can't really see Cisco being interested in 3COM too much overlap. Considering COMS 52 wk high of ~$50, I would expect an off of this magnitude would be needed for them to conserder buy-out / merger bringing their market cap to nearly $20B. Do you think ERICY (market cap ~$48B) could swing such a deal? NOK is much bigger as is SIEMANS. Still think $20B too high today, look at the big deal that was made of the $12B ASND buyout. anyone care to make additional comments on the logistics of a COMS buyout. -schlep

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