BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: StockMan who wrote (6546)	6/15/1998 6:53:00 PM
From: Kent Rattey	Read Replies (1) of 6980

NT is not losing marketshare to LU, and one could easily argue they are better positioned globally. In addition, with the acquisition of Bay, they are way ahead of LU. It is pretty obvious that neither LU nor NT feel the enterprise war is over, even though CSCO wishes it were. It's now apparent that both LU and NT have shunned Chambers' advances, and believe they can go it alone. LU will step up to the plate in October providing there is anyone left. ERICY is feeling the heat, along with ALA, NOKA and TLAB. Kent

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