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Technology Stocks : NetVantage (NETVA) -- fastest growing switch co. -- Ignore unavailable to you. Want to Upgrade?

To: Ardee who wrote (207)	12/7/1997 1:42:00 PM
From: Joe Bilich	Read Replies (1) \| Respond to of 278

Your analogy is apt in terms of size. My question was aimed more at whether NETVA's technology complements anything (technology or customer base) LU might get via ASND, and wondering whether an LU busy digesting and integrating ASND would want to divert resources to NETVA. Not so much cash or financial resources, LU has plenty to deal with NETVA (assuming LU has any interest in the first place) out of petty cash, but more the organizational resources to want to be integrating NETVA at the same time. Having been through this kind of corporate consolidation, the thing that is most scarce is the time of key players at all levels of the organization. My thinking was only that LU might not want distractions in the first couple onths after making a larger acquisition in networking, and delay any prospectively contemplated move on NETVA, realizing that NETVA would be there for the taking at any time LU wanted it. Bigger fish to fry, so to speak. Thanks for the analogy--it certainly does place the right perspective on things.