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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 (974)1/8/1998 12:07:00 PM
From: Geof Hollingsworth  Read Replies (1) | Respond to of 1119
 
Hi Dana,

Thanks for the link (and to David for his response to my earlier Sonoma question). My read of the Yahoo CC summary is that Retix will get between $10 and $25 million in cash for selling 80% (more likely, 80.001%) of Sonoma-is that consistent with what others on the call heard?



To: Dana Johnson who wrote (974)1/8/1998 8:47:00 PM
From: Marci L  Read Replies (2) | Respond to of 1119
 
DJ,

I've been on a long extended vacation in the Tropics!

It's nice to come back and finally get some good news. It looks like our info. was right on but our timing was off considerably,

I did not listen to the CC but my Broker enlightened me w/ the facts and his opinion.Here goes:
1)Wallstreet is taking notice to TMN now,than ever before.
2)Osii, CCRD, ACEC, CKEYF,TCSI,TTILF,SAVLY, IONAY will benefit from the ramp up on TMN.(look for consolidations to occur).
3)Ferman Selz, Hambrecht, Montgomery,Alex Brown, Lehman, Gerard Klauer Mattison,Dean Witter/Morgan Staanley, Gruntal,Woodruff,Robertson Stephens and Soundview all had Representives on the call(confirmed BTW).Most analysts Ive been told were lurking for fear of being recognized and blowing their cover.
3) Another high ranking HP/Lucent/oracle guy will be announced shortlythat is joining the company.(confirmed).
4) Vertel will be on a road show in NYC next week. Whom with? Unknown to me and my Broker.
5) Look for a rally in the stock mid Q1 98' leading up to the TMN Summit in March.

My target price 8-10 by March w/ at least one buy recommendation by a Major Wallstreet firm.

DK, can you add something positive or constructive to the thread ?
Or do you just rip everyone??

ML



To: Dana Johnson who wrote (974)1/9/1998 11:29:00 AM
From: LLCF  Read Replies (1) | Respond to of 1119
 
Wow, thanks for the link to Yahoo...fantastic.

DAK