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

To: Marci L who wrote (882)	10/24/1997 11:30:00 PM
From: Dana Johnson	Respond to of 1119

Marci, I was not too concerned today. In fact, I saw it as a good buying opportunity. There were a few good sized blocks (>50k) that appeared to trade today. I just look at minute charts, so I don't really know what the block sizes are. Weren't there some other rumored parties that might be taking a position? I thought Amerindo was a posibility that someone mentioned. BTW, do you follow RETX options? dana

To: Marci L who wrote (882)	10/25/1997 10:53:00 AM
From: Adam Smith	Respond to of 1119

Marci Patience is everything in RETX. Best thing to do is spend time on both Sonoma/Vertel web pages and dive into their respective markets. Both of their stories are very strong and they are both positioned correctly into exploding markets. All we need is one of these subs to take off and the stock is easily worth $15 per share to a Newbridge or HP. My point on HP is that they will buy RETX technology only if they get in trouble/run of of cash/etc. Buying RETX stock in open market makes no sense. Vertel needs money for growth directly. Check out the Telco Web page on the vertel web page. You'll see all the competition at the show. ISR Global, Dset, Sun, TCSI, OSII, ONE and all the players. This is the show so Vertel/HP should have some serious mindshare. VERTEL/HP will be right next to each other. Should be a very strong statement. I think any Investment Bank Telcom analyst that goes to this show should be very impressed. If anyone on this thread goes to the show post a writeup. Good Luck Adam