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

To: LLCF who wrote (903)	11/9/1997 11:48:00 AM
From: Adam Smith	Respond to of 1119

As Hanz and Franz say "Listen to me now understand me later". There are many positive things going on below the surface. The HP/Vertel relationship is not understood by investors but is undstood by the TMN marketplace. Feedback from the Telco Show recofirms this. Vertel/HP distanced themselves from ISR Global & Dset. Telco co's are increasingly demanding TMN compliance in their RFP's. This market is waking up and Vertel should be profitable by itself. Sonoma is the cash drain of the company. If Sonoma were to be sold off RETX would suddenly be a profitable company and be able to use the Sonoma cash for further investing to corner this market. The royalty model of Vertel with marketshare dominance in the TMN space will make this another WindRiver or Rambus. The next key events will be to see if Vertel ships the Vertel/HP combined product this quarter, Drazen of Sierra Ventures excersizing his options this quarter and Sonoma annoucing some more OEM deals. The real picture will emerge by the TMN summit in March. I still believe RETX will be substantially higher by then. In the meantime I'll be sitting her with a catchers mitt buying all I can in the 4's. Adam