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Technology Stocks : BAY Ntwks (under House)
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To: Mark Oliver who wrote (6572)6/16/1998 3:15:00 PM
From: Bosco   of 6980
 
Dear Mark - obviously, depending on a variety of factors, like AFC and other market conditions, one parallel to draw on for us [who are willing to hang on] is to look at WCOM when it first announced the acquisition of MFS/UUNET combo. If memory serves, WCOM stock was driven down to the teens. Now, everyone says it is a great value stock at 40+.

Of course, there is no assurance it will happen to the NT/BAY combo, but substantively speaking, the upside doesn't even stop at $38.

Best, Bosco
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