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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 (927)	11/23/1997 8:40:00 PM
From: Adam Smith	Read Replies (1) \| Respond to of 1119

Dana I spoke with an analyst, who has put out a buy on OSII. He says 1998 is the year of TMN. Says all industry indications TMN will become mainstream in 98. Recent signs include TMN included on RFP's, TMN becoming mandatory instead of checkoff on RFP. Larger customers demanding TMN at the switch level. Trials becoming deployments like the recent MCI rollout. It's all there just a matter of time before it explodes. Vertel is doing all the right things to position themselves ahead of this curve. Deal with HP in his words are "huge". and MSFT annoucement is nonrevenue but postions them for future. Vertel must break out of the shoots with a great quarter and RETX has to sort out their internal noise. Spinoff Sonoma and get Stephan out of being CEO. There is a 400MM market cap company under the covers if they do the right moves. I've heard of 10 shareholders calling Stephan last week. All of you who care to see this stock at 20 call Stephan, Drazan and the other board members to voice your opinion. It will make a "difference"!! Adam