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Technology Stocks : BAY Ntwks (under House)
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To: Paul Fine who wrote (6187)6/2/1998 11:31:00 PM
From: Peppe  Read Replies (1) of 6980
 
Paul,

Of your three points (questions ?)I think the third has most potential for actually happening. This announcement should act like a wake-up call for LU and NT, making BAY that much more attractive. I'm betting a deal gets done soon (next 30 days). I say NT buys them out, CSCO buys CIEN and LU does ASND in October. (If I'm right I can refer to this post and pat myself on the back. If I'm wrong, nobody will remember so who cares !!)

I currently own CSCO and CIEN but have no position in BAY.

Cheers,

Peppe
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