BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: blankmind who wrote (5962)	5/19/1998 5:10:00 PM
From: Peppe	Read Replies (1) of 6980

Blankmind, I'm pessimistic there was a formal offer, for the following reasons: 1- Canadian laws dont't allow for pooling, making a large deal like this very unattractive to Nortel. (I believe in process R&D can't be written off). 2- If the rumor of a $ 32 offer was true, why is this stock trading well below that ? 3- Convergeance of Voice/Data is Nortel's biggest focus. What are they getting from Bay that helps them achieve that goal ? 4- Investments by NT in Avici give them great routing talent and next gen Tera bit routing.(Former wellfleet talent, I'm told). 5- NT has no California presence, making integration of BAY very challenging. I'm a skeptic. I don't see the value that BAY would bring to NT.(IMHO) Time will tell, Cheers, Peppe

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