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Technology Stocks : BAY Ntwks (under House)
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To: Pigboy who wrote (5081)4/3/1998 10:21:00 AM
From: rupert1  Read Replies (1) of 6980
 
Pigboy: Enjoyed your post. Canadians like to be morally superior so NT will go for BAY's boy scout image as best of the tech. (ouch, who threw that jar of maple syrup). LU will not want to lose BAY by hitching with another company. Either BAY or LULABAY can make acquisitions to complete the end-to-end solution chain.

At the time of last quarter earnings I saw a CNCB interview first with House then with the CEO of LU. No disrespect to House but I thought the LU guy was so much more impressive. I was very convinced from what he said and his demeanour then that they will make a major acquisition this year, they will be prepared to act before October if they have to and forego pooling-of-interest benefits, but they will act promptly in October, anyway.

Then there are the Europeans - their stock is riding high, they have to break into the US market and they can be very aggressive in takeover battles.

Victor
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