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Technology Stocks : BAY Ntwks (under House)
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To: Kenneth E. Phillipps who wrote (5472)4/21/1998 1:33:00 PM
From: The Phoenix  Read Replies (1) of 6980
 
Kenneth,

Well apparently you have information that I'm not privvy to. I went back to the Qwst press release and no where in it is there mention of the "order" being split. There is mention of "additional" services...so I guess I read the ASND portion of the network as begin a new expense, not a split of the existing order with Cisco. Do you have other data that suggests differently?

As for the Acclear product, BAY has always had an equal opportunity to sell this and other products to carriers and end customers. I don't see the Qwst opportunity as being anything different with one notable exception. The VPN service will require that a Cisco router be used at the premise. I guess in this regard that would eliminate Bay and other vendors from the VPN opportunity.

Gary
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