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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?


To: Birdman who wrote (2897)11/25/1997 10:13:00 AM
From: Cruiser  Read Replies (2) | Respond to of 6980
 
"Why should you own Bay if you can own Cisco?" I don't
know. Anyone?..."

Maybe because criscos mkt cap is 55+ Billion and BAYs is only 6 Billion ... and as companies continue to adopt the Adaptive Networking concepts they will see the falacy in crisos proprietary IGRP and IOS solutions and adopt open solutions ... then the playing field is leveled and the gap in mkt caps of the two companies will become smaller. Price to Revenue ratios eventually matter.

How's that for a completely biased response?

Cruiser



To: Birdman who wrote (2897)11/25/1997 5:12:00 PM
From: Beachbumm  Respond to of 6980
 
This WS mentality will prevail until BAY demonstrates consistency of revenue and earnings growth.

Anyone have any thoughts about the CS and DEC deal? Just what sort of networking products did DEC have to offer?

Beachbumm