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


To: Moonray who wrote (16438)6/25/1998 1:36:00 PM
From: joe  Read Replies (2) | Respond to of 22053
 

>>I should add, however, COMS = $100 is not impossible. As I have said
on this thread, "BRING ON THE BIDDING WAR!".<G><<

Have you thought about the following? If Cabletron gets
bought out, how many networkers are left? Seems to me
there are more world-wide telecom kingpins than there
are networkers available (even lousy ones).

I use to think IBM also, but haven't heard any
relationships with them and COMS for a while. COMS,
imo, will want to merge with appropriate cultural mix
and also correctly complementing products, unlike an
ASCND with someone else.

Plus, NOW, COMS has lots more experience with mergers!<gg>

If all works out correctly, CSCO and COMS will be the last
holdouts...CSCO may never merge....COMS I think would
consider it for the right price...and there will be
more desperate telecom-equip buyers by winter.<g>

(all wishful thinking, but ....<gg>)

joe