BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: blankmind who wrote (5912)	5/16/1998 1:23:00 AM
From: StockMan	Read Replies (2) of 6980

There are a couple of good articles at networkworld.com (password required), which talk about Nortel buyout and a bunch of products announced by Bay at N+I. In products and product quality, Bay is leaving Cisco in the dust. Cisco appears to be scrambling to catch up, they just went out and bought an "application services" company for 50 mil after Bay just announced such a capability. However integrating it into the IOS will take a lot of time, and Bay's lead is only lengthening. Any company with Bay's product portfolio, installed base (telcos) and deep pockets, and drive, can easily topple Cisco. How much is that worth (cisco market cap of 76 billion?) Stockman

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