BAY Ntwks (under House) Message Board

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Technology Stocks : BAY Ntwks (under House)

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To: cbstock who wrote (6824)	7/7/1998 9:21:00 AM
From: hal video	Read Replies (1) of 6980

Internet stocks are going crazy as JOE PUBLIC believes that this is the next gold rush of stocks. Although the internet stocks have some value (not as much as the stock market is giving it) they are only selling products such as records and books. The smart money is being put into the companies that make the hardware for the internet companies to exist. This is where BAY and NT will have an excellent play in the next few weeks. The BAY PLAY 1. Excellent Q numbers coming 2. 1.5 points gain at time BAY merges with NT in late September 3. Internet stocks--hardware ---NT/BAY specialty

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