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Technology Stocks : BAY Ntwks (under House)
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To: Paul Fine who wrote (6753)6/24/1998 1:01:00 PM
From: Bosco   of 6980
 
Dear Paul - while I am interested in StockMan's response also, rest assured that the subject will surface again in the coming CC. While there isn't a whole lot to talk about until the fat lady sings, it may be worthwhile for BAY mgt to give a running commentary as the the wedding day is getting closer. As you ve said, there isn't much to gauge except for the current partnership-type projects, we'll have to see how the sale-mix works heading into Q3. Is there pre-merger cross selling? How does LU handle the reselling of BAY gears? And how does BAY handle the reselling of YURI gears? Yes, it is risky business to extrapolate with such flimsy observations, but that hasn't stopped WS from doing so <VBG>

Btw, a quick comment about the query about ATT/TCOMA marriage [with respect to BAY.] Together with TCOMA, BAY is also one of the cos initially bankrolling ATHM

best, Bosco
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