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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (65299)10/11/1999 11:47:00 PM
From: Jeff O'Brien  Read Replies (1) | Respond to of 90042
 
Tim,

I'm not saying either is trying to buy CS. Just that CS has outperformed both of them over the last 100 days. They are beating the cream of the crop.

Jeff



To: Tim Luke who wrote (65299)10/12/1999 12:15:00 AM
From: charlie mcgeehan  Respond to of 90042
 
tim
<<not a bad list eh>>
careful now i think its written somewhere you have to be a canuck to say eh. eh



To: Tim Luke who wrote (65299)10/12/1999 10:47:00 AM
From: jas cooper  Read Replies (3) | Respond to of 90042
 
gec
siemnes
nok
nt
csco
lu

not a bad list eh


Tim,

I'm wondering. With GEC having recently bought FORE, what puts them at the top of your list? Is it solely based on Maria B's one line rumor three weeks ago, or is there some more compelling reason?

Same thing with NT? Isn't enough on their networking plate with BAY? or LU with ASND?

And from Chamber's recent comments, seems like CSCO is an unlikely suitor.

This is not a shot, but a question that puzzles me. Perhaps you could explain your reasoning here.

Thanks, jas.



To: Tim Luke who wrote (65299)10/12/1999 11:07:00 AM
From: Tim Luke  Respond to of 90042
 
gec