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Technology Stocks : BAY Ntwks (under House)
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To: rupert1 who wrote (5816)5/13/1998 9:30:00 PM
From: jkb   of 6980
 
<<I also believe that there is a distinct possibility that it will not be taken over and will seek stategic alliances of its own.>>

I believe that to be more than a distinct possibility - more like reality. But nevertheless, although fundamentals are relatively weak - the fact that BAY is the strongest alternative to CSCO in the market right now - and the fact that BAY trades at 2.4 P/S as compared to CSCO's 10 - makes me think that anywhere in the $27 - 35 range is still a fair value - irregardless of PE's.
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