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Technology Stocks : BAY Ntwks (under House)
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To: Anthony Wong who wrote (6285)6/7/1998 4:38:00 PM
From: john dodson   of 6980
 
We're all assuming that BAY is who Nortel & LU want. ASND has been mentioned as a possibility. But what about the smaller "large" networker players such as FORE, CS, SHVA, and so on. Maybe BAY & ASND will go 1,2 or 2,1 if Nortel and LU do buy. However, what about the smaller, cheaper guys? If they're not taken over BAY/ASND when consolidation starts, maybe some other big boy will make a play for them.

Fore - $21+
CS - $12+
SHVA - $9

Of the 3, FORE seems to be the best bet. Dunno about the other two.

-John Dodson
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