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Technology Stocks : BAY Ntwks (under House)
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To: Paul Fine who wrote (6637)6/17/1998 4:53:00 PM
From: Javelin   of 6980
 
Paul,

Thanks for your inputs - more constructive than a lot you see on SI.

I'm considering NSPK which has taken a real pounding recently - do you have any thoughts considering your 'aggressive contrarian' investing style?

The deal with Motorola seems to guarantee them a revenue flow, they're signed up wth MCI, and VoIP is supposed to have great potential. I can't tell if this merger is in their favour or not - depends on NT's in-house skills/technology here. If they don't have this in-house then this should be a good break for NSPK

Any comments appreciated

Javelin - currently holding BAY till the MMs are finished playing
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