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Technology Stocks : BAY Ntwks (under House)
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To: James Song who wrote (3453)1/14/1998 12:09:00 PM
From: RFF  Read Replies (1) of 6980
 
You have to build to stay in the game. If they sit on the sidelines and let others consolidate the industry we'll never see $50. They're buying good technology and actually managing to integrate it into products that will generate future revenue. It's when they pay big $$ for speculative technology and can't manage to integrate it that you should worry (ex.: Cisco's gigabit failure).

It's a choice of acquisition or R&D - sometimes buying is smarter!
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