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Technology Stocks : BAY Ntwks (under House)
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To: John Koligman who wrote (2970)12/3/1997 7:29:00 PM
From: rupert1  Read Replies (1) of 6980
 
John:

You have raised the concept of BAY as takeover candidate - COMPAQ, this time. House has tried to pour cold water on this recently, pointing out that employees in the industry expect better stock options and perks than they would get from a giant of a related industry. I realise that he was answering questions put to him, but wonder whether this line has been developed as a response to open speculation and perceived threats of a hostile takeover.

Merger and take overs within the networking industry seem to dislocate the stock price of the acquirer, but perhaps this would not be the case if the acquirer was not a networker, proper.

It seems to me that INTEL, MSFT, CPQ as well as LU and IBM are showing serious strategic interest in growing into networking.

I would have thought that LSI was good for a few short-term points gain from its current price perhaps to 25-27 before backing and filling.

Have you a view on SYBASE?

Vepoc
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