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


To: GW who wrote (928)11/23/1997 8:29:00 PM
From: Adam Smith  Respond to of 1119
 
What's HLIT and SPTR? Odds are high they won't acquire RETX because
the have internal NIH(not invented here). They are not big on
TMN. It will take the telcos demanding TMN in their RFP and
investing heavily in TMN because CSCO reacts. I am convinced
telco's will be spending big bucks on TMN trials/deployment in
1H98. When this occurs Vertel's value will become evident and
Vertel will be put in play.