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Technology Stocks : Racom Systems (RCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Technored who wrote (202)	8/1/1998 2:23:00 PM
From: NightOwl	Read Replies (1) \| Respond to of 468

Hi Logan, Actually my preferred "happy scenario" was first thought of by Dan as well. He just doesn't like it as much. :-) It was amazing to me that anyone would put in the work that he did on this and I doubt we will hear from him until Monday. I would like to here more as to his reasons for thinking that RCOM is the target. It is tempting to think of RCOM as holding the key to secure e-commerce. But if H-P owned all of it, would it be more difficult to get companies like IBM or Compaq to license it? It would sound like RMBS being set up as two companies with a cross license agreement. One holding the bus design and the other the DRDRAM design. Does H-P/Verifone have the clout and the killer instinct to secure RCOM's interest in a major portion of the e-commerce market? Would they want/get a free license to include RCOM's RF/ID in some/all of their various boxes? If so would the cost of their equity stake have to be higher? Would there be any interest at Sun, Oracle or ? to get in on this action? Dan has presented lots of food for speculation and many interesting questions. Any way you slice it this is a major gamble. But the payoff could be larger than anything I have experienced. For now I am leaving my unfilled order on RMTR. But I'm going to give Dan a good listen when he gets back on line. It wouldn't take much buying interest to send RCOM flying with such a small float. And they don't have any Trustee'd overhang so it could get interesting in a hurry. Good luck. 0\|0

To: Technored who wrote (202)	8/2/1998 2:16:00 AM
From: Gutterball	Read Replies (2) \| Respond to of 468

What insiders are you talking about? Sikes and Horton have been sent packing. Hinds and Bertman play for the other team so don't expect them to telegraph any punches. Only leaves two who need to know. The brother who votes Ramton's shares, and he has been sinfully dipping. And the guy who votes Intag's shares, probably Fear. I imagine only a small inter-circle knows what's going down so don't look for a lot of insider buying. I bet Horton didn't even know he was on the hit list. As I said, we may see the employee stock incentive plan revisited, but that's about it. You are thinking of the traditional takeover. Trouble is, in my scenario the deal is done. Recall, the play is over before the ball is snapped. Given Ramtron's and Intag's Keystone Cop's record, the buyer is making sure it is getting what's been advertised. Why would a Dow 30 Company want egg on its face like Cendant. When all the DD is done and the ball is hiked, Racom/HP will hit the ground running and the competition will have been taken by surprise. A real coupe.