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Technology Stocks : BAY Ntwks (under House)

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To: otter who wrote (5542)4/28/1998 5:27:00 PM
From: Mang Cheng  Read Replies (1) of 6980
 
Ray, somehow it suddenly dawned on people that if you partner with lu's partner (now subsidiary) - you are indirectly lu's partner too on that product. I think that's why Bay is up today. Also Lu is leaving another major purchase in frame-relay wide-open - but that doesn't seems to be Bay's strength so that must not be the reason.

That still leaves asnd a potential buyout candidate but to buy asnd lu needs 10 Billions !!!! It's a bit ridiculous. I think NN is a moer likely candidate. It can be have for half the price of asnd.

Mang
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