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Technology Stocks : RETIX (RETX) Perhaps Another Acquisition Target For CSCO? -- Ignore unavailable to you. Want to Upgrade?

To: Dana Johnson who wrote (880)	10/24/1997 5:34:00 PM
From: Adam Smith	Read Replies (2) \| Respond to of 1119

Dana Looks like HP is moving into Telcom on all fronts. I think we'll see more detail about the HP/Vertel relationship next week at the TelcoMgt. Show. Sure looks like HP/Vertel will be joined at the hip. If HP is going to sell thy Vertel product for at least a 10 year relationship it's hard to see how they could ever "divorce". Doesn't that mean buyout or merger at some point? Just look at HP/SS7 annoucements. Have you seen what Tekelec(TKLC) has done in that space. 20 bagger in 18 months!! They are a direct competitor to HP in the SS7 space. Sure makes sense on every annoucement you see from HP. We'll probably see more press next week annouced from the show.