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Technology Stocks : Shiva -- Ignore unavailable to you. Want to Upgrade?

To: Ed who wrote (2572)	12/27/1997 1:53:00 AM
From: Jacky AY	Read Replies (1) \| Respond to of 5036

I wouldn't consider this as "more competition." ACCB has been around for years and bleeding cash like crazy. That company is so small; the annual sales figure is only around 10mil compared to 150mil of SHVA. Hayes was only yesterday's bright star. Some 10 years ago Hayes controlled the standard of all modems. Nowadays, it's either USRX (now COMS) or Rockwell. So, the merger really doesn't change the picture at all. The only significant thing about the deal is that it points out the need to reach critcal mass in the networking market to survive. The new company (HAYZ) will have two products to offer - RAS and modems - maybe that's what they're looking forward to. On the other hand, that's exactly the same reason I think SHVA/NT are vital to each other. Without either of them, buyers looking for one-stop shopping will look elsewhere. And although SHVA/NT doesn't have monopoly in the VPN market, the quality of SHVA products and marketing strength of NT makes the perfect fit. Of course awards alone won't bring a penny to SHVA; but they bring reputation that NT is looking for - and that's the money. And oh yeah! That's too much reliance on NT. But I do smell that ACCB is jealous of SHVA/NT partnership. I am holding SHVA because I believe in the future of the remote access and VPN market. I don't mind somebody (be that NT or LU or someone else) present any offer to SHVA. Maybe you, who obviously is shorting the stock, should figure out whether you have enough money to cover your position if the situation arises. Placing a stop at $10/sh won't help you at all!