Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Adam Smith who wrote (898)	11/1/1997 12:32:00 PM
From: Marci L	Read Replies (2) \| Respond to of 1119

Adam It really blows my mind that Newbridge or Lucent hasen't gobbled this entire company up by now.I mean both (NN,LU) are such big players in TMN and ATM. Look what happened to Yurie Systems(Yuri), the stock has gone from 8-40 this yr. alone. The valuation on YURI is 900 Million with a 30 Million sales rate.Yuri is a one product company. You get two for the price of one when you buy Retix. I have no doubt that Retix- Sonoma/Vertel will make it in the long run. But seriously, granted they don't exactly have 20% sales growth ,why isn't Wallstreet taking notice? One would think that Money managers would want to take a risk for a windfall!!

To: Adam Smith who wrote (898)	11/4/1997 12:39:00 AM
From: Dana Johnson	Read Replies (1) \| Respond to of 1119

Adam, I was looking through some of the past HP OpenView announcements. Do you remember seeing this one about NEC? hp.com Well, over in the QCOM thread, there is talk about an NEC contract awarded in Brazil for a CDMA system: techstocks.com I think it may be worthwhile to follow some of the other OpenView licensees to get a clue about Retix future prospects. This was from another HP press release on the OpenView Telecom web page ( hp.com ): "HP currently licenses the HP OpenView telecom TMN platform to leading hardware manufacturers like NCR, Data General, Group Bull, Hitachi, NEC, Siemens-Nixdorf and Stratus." dana