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Technology Stocks : BAY Ntwks (under House)

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To: missing who wrote (4776)3/17/1998 10:02:00 PM
From: Cisco Fan  Read Replies (4) of 6980
 
As an investor in Lucent this makes me happy...
Now Lucent can buy BAY in a junk yard ;-)

Never ever buy second tier player in ANY industry, companies
usually become second tier in their industry because they deserve it.

I have worked as network design/management consultant in places like Schwab, Bank of America, PacBell and everytime I see Bay sales dudes,
they are trying to sale gear based on low price!
Where as the Cisco guys come in and sale their wonderful story about
end-to-end solution. I have never bloody seen Bay guy trying to ecome strategic vendor...
I have never seen a Bay guy stand up and try to poke holes in Cisco's
end-to-end story. If anyone wants to go after Cisco they can easily
shread Cisco's network management story and have a field day, 'cause
cisco's network management products suck and don't hold the end-to-end
story. Underneath their blue boxes, boxes that cisco sales are from
acquisitions and their is no uniformity for command line, SNMP etc. Which makes task of manageing "cisco only" network as difficult as
using gear from multiple vendors....

I lost about $20,000 on BAY year ago, since then decided never to
look at this third rate company. So my $0.02 of advice to all BAY
investors is dump this puppy and buy some Cisco, Lucent, Ciena if you
want to be invested in "networking" companies...

Good luck!

/Sam
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