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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (2559)6/27/1999 2:50:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 63513
 
Which will be acquired first...ANET or CS. Sheesh... Will either?

I think the first set of questions we have to ask are:

- do they have technology that a company needs?
- do they have talent that a company needs?
- do they have accounts that a company can't get on thier own?

I'd like to suggest that the answer to all these is likely to be NO. That being the case it's likely that they'll sink off into the sunset, or sell at or near cash value. What does the LTD look like for each?

OG