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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: joe who wrote (16205)	6/18/1998 10:46:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 22053

>> What, did you post it somewheres and a reporter read it and there starts the rumour? Unless Moonray is a reporter (hummmm), that's not where it started. I guess he won't mind if I post a private message. To: Moonray (who wrote...) From: David Lawrence Tuesday, Jun 9 1998 7:53PM ET I don't disagree that there are significant synergies, but I don't see them partnering in a merger. Newbridge is in deep trouble in that they don't have the sheer mass needed to go it alone, and don't have the earnings to command a high enough price to satisfy their shareholders. The proverbial rock and hard place. I'm now becoming doubtful of a LU-->COMS merger. However, another party comes to mind of late, one where the overlap does not exist, but numerous current strategic alliances do - Siemens AG. A natural in this era of "convergence" and consolidation. We could do worse!