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Technology Stocks : BAY Ntwks (under House)
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To: Paul Fine who wrote (6918)8/8/1998 4:52:00 PM
From: Bob Howarth  Read Replies (1) of 6980
 
I spent time reading the proxy. Seems that Morgan (the advisor) valued BAY a bit lower than NT ended up doing. Thus the correction in NT stock price. OK. We move on from here.

NT is a great company. BAY products were not selling to their potential because CUSTOMERS WANT A MUCH MORE FOCUSED SINGLE POINT OF CONTACT, SUPPORT, network management, product integration, open rather than proprietary standards (like CISCI IOS), AND SO FORTH (damned caps-lock). In the proxy they really underplay this great potential for increased sales of BAY equipment, especially the layer 3 switching stuff. Also Canadian dollar at all time low lets NT bid 5-10% below USA competitors. Love it.

I am quite content to hang in for a few years and see how they do. I hope that we get a lot of activity over on NT thread once merger is consummated.
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