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

To: Technored who wrote (204)	8/1/1998 3:56:00 PM
From: NightOwl	Respond to of 468

Hi Logan, <<If you like conspiracy theory, then you could speculate that HP/Verifone wants to control a technical threat...they see the potential demise of the telephone based system, with central control and processing. Smart cards represent the future of distributed processing. So they may attempt to manage the transition. Also, HP/Verifone managers may now be accepting the roseate projections about Internet commerce. Recent deals suggest that the big boys are starting to get the Internet bug.>> This smells like networking issues to me Logan and my spacial cognition is too poor to recognize the functional operations of your basic Lan let alone a world wide internetwork of e-commerce. But I did see PC and set top box implementations at H-P and Hitachi's WEB pages that looked awfully pretty to these owlish and very hungry eyes. :-) The complexities of these issues seem as bad as the cable/wireless/copper battles although they seem to get far less attention in the financial media. I am hoping that the absence of scrutiny makes deals easier to accomplish, but there are so many players at RMTR's table it would be tough even if that's RMTR/RCOM's goal. I don't know what to make of insider deals at RMTR or any other company for that matter. There have been such complaints about the options and lack of open market buys that I don't think another round of buying in July would necessarily show anything about future deals. If either company has some sort of unusual equity deal in the works they certainly don't want us to know and I would think that a huge jump in 144 trades would be a big clue. But then if there was such a jump in reported insider deals it could simply mean that they just think the company is way undervalued. MG's report wasn't posted this AM as I had expected. Anyway, I am speculated out. I am going to go perspire for awhile. 0\|0