BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: rupert1 who wrote (5079)	4/3/1998 6:25:00 AM
From: Pigboy	Read Replies (2) of 6980

Victor, << Anyone want to join me in stoking the fires of takeover speculation? :-). >> I think it is inevitable that LU goes with BAY or ASND. When...no clue. I may be completely wrong. It is fun thinking about what will happen, but it may also make you into a mad man, so I urge you to try to think of better reasons to justify owning a stock. :-) The only thing I don't like about BAY is that they are not set up strongly to compete in the WAN ATM market with Cascade (ASND), Stratacom (CSCO), or NN and complete end-to-end solutions may prove to be cheaper for IT people to consider as time goes by. Bay seems well set up with everything else and their relationship with Yuri does not hurt. Bay will do well, but they could be doing better if they make the right moves over the next year. The biggest threats to CSCO as they grow bigger are obviously NT and LU. NT seems like they are doing well, but partially connected to the wrong people right now (CS and FORE). I think LU, with their stock to beautiful levels, should buy both BAY and NN and take over the planet. Is that insane? Nuff with my insane thoughts...its frickin' late all imho, pigboy

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