BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: Bottomfisher who wrote (6130)	5/29/1998 4:28:00 PM
From: GAP	of 6980

The Bay move to consolidate product development for both groups under one person (Lloyd Carney) has more to do with his exceptional abilities AND a desire of the organization to maximize returns from the product development effort (rather than having two teams duplicating efforts) than having anything to do with a merger. That being said, two questions: How does ASCEND rate a higher market cap than Bay ? What will Cisco do for a layer 3 switch ? Bay believes that layer 3 switching is a significant part of the future and that traditional routers are less so - consequently the results DellOro published are hardly a surprise in the router space. Of greater interest is that the Bay product offers 10 times the throughput of the Cisco product and the market is switching to layer 3 switching. I don't think the Asian flu is the only problem Chambers is going to have to deal with ...

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