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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 (899)	11/2/1997 9:59:00 PM
From: Adam Smith	Read Replies (2) \| Respond to of 1119

Marci 2 companies for the price of one. That's what Joe Stephan told us also. Biggest problem is the story is not fully understood. Any money manager looking at the financials would have to be worried. Negative cash flow, losses for years, confusing management structure. Competing in land of giants. On the other hand if anyone knows and talks with Jeff Drazen of Sierra Ventures they'll get the positive side of the story. If Vertel or Sonoma can land some big contracts this quarter the stocks going to take off. Telco spending is highest in the 4th quarter. Vertel just got back from their big show and Sonoma has one beginning next week. We'll know soon enough if their products were received well. I think their technology is worth at least $20 per share. I do think that within the next 12 months that value will be realized. Adam

To: Marci L who wrote (899)	11/4/1997 8:39:00 PM
From: LLCF	Respond to of 1119

<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.> Maybe they know more than we do?? Or are they just lazy? <. But seriously, granted they don't exactly have 20% sales growth ,why isn't Wallstreet taking notice?> You just answered your own question! Wall street doesnt give a shit untill the bread is on the table....wonder when that will be...wonder if they'll ever make any money from these "alliances" or just bump along the bottom. DAK