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Technology Stocks : BAY Ntwks (under House)

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To: Pigboy who wrote (4141)2/10/1998 1:40:00 PM
From: JP  Read Replies (1) of 6980
 
FORE can actually do it all now within the ATM world but is just getting their butts kicked out there by the bigger players.

A deal with BAY really makes a lot of sense for the both of them.
It would be nice if the agreement included some type of useful modifications that would be exclusive to BAY though. Otherwise, a me-to product will be a much tougher sell to the market versus the competition.

I'd like to see them buy out GDC at what should be a fire-sale price. They would gain the solid ATM Telco/ISP technology needed in addition to worldwide RBOC/Telco connections. GDC is slowly dying so this would be a win for them and their shareholders. Taking over a larger company like FORE (doubt very much if they would do this) is way to risky because of management ego's and cultural integration problems.

Should be interesting to see how this all develops.

JP
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