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Technology Stocks : BAY Ntwks (under House)

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To: George A. Roberts who wrote (5047)4/2/1998 8:32:00 AM
From: Beachbumm  Read Replies (1) of 6980
 
George, you absolutely must hold BAY at least through '98. I do not mean to imply that BAY cannot stand on its own because I believe it can and as a shareholder that is what I want, but ... there is going to be consolidation in this industry especially as networking and telecom converge. I think you will be remiss not to see how it plays out. BAY is a strong company financially and neither Asia nor an economic downturn will ruin it.

Just my humble opinion.

Beachbumm
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