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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (25256)11/26/1998 5:04:00 PM
From: Martin Milani  Read Replies (2) | Respond to of 45548
 
I think Lucent would be the only natural buyer at this point. They easily could do it. One thing I am not sure is if the management really not thinking about selling. They have to merge with someone. If siemenes buys NN( siemens had pretty good partnership going with coms) Cisco does not need to, NT and Bay and lets say Lucent buys Acsend( Lucent will buy someone in the next few months if not the next few weeks), coms will be burried and I am not talking about palmpilots or 12 port hubs or NICs. Clearly coms management sees it's future in the integrated voice/video/data market. And if they want to compete and survive in that market they have no choice but to merge in my opinion.



To: Steve Porter who wrote (25256)11/29/1998 8:37:00 AM
From: Glenn McDougall  Read Replies (2) | Respond to of 45548
 
< CSCO, Nortel, Intel could not be buyers for anti-trust reasons. Siemens is going to buy
NN, so that pretty much rules them out.. COMS is in a good position and doesn't need
(or want) to be bought.. What's the buy-out cost at say $70 a share... that's a lot of
money.>

Siemens is not going to buy NN. They are open to purchase, just not NN.

Regards
Glenn


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