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Technology Stocks : BAY Ntwks (under House)

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To: Cisco Fan who wrote (4785)3/17/1998 10:29:00 PM
From: StockMan  Read Replies (1) of 6980
 
Cisco Fan
Re -- 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.

This may change with the Adaptive network/Plug and Play/standards story of Bay. This story is required, if Bay is to penetrate entrenched Cisco accounts.

I agree with most of your other points.

Stockman
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