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

To: rupert1 who wrote (2972)	12/4/1997 3:08:00 AM
From: John Koligman	Respond to of 6980

Vepoc - The CPQ story is speculation on my part, it's just that I have been following the stock closely as I have a position in it. They have one of the largest cash hoards around. Even Chambers of Cisco mentioned CPQ in regard to networking in an article I read recently, in Fortune I believe. But, who knows! I broached the subject on the CPQ thread, a couple folks close to CPQ said they have bought Microcom and Thomas Conrad, but of course those are not enterprise level networking outfits like Bay. As for LSI, yes it can be traded in here, but I chose to buy companies that I thought were stronger (in what I term these 'trying' tech times), which were INTC/AMAT/BOEING. It's not often you get lower entry points on the very top tier companies in their respective industries, so I took advantage of it, and I do have a bit of a longer term perspective for these purchases, first because they simply may not move that much in the short term, and second, because I think they will reward one better in the intermediate term. I'm familiar with the Sybase story but I just don't follow the stock closely enough to be able to give you an opinion on it. I would say that if you are looking for a trade and or investment, that AMAT has moved back near it's lows, it traded recently between 28 and 39, I think you can make money on that one by either trading or holding, with the added plus that they are the gold standard in the equipment industry. John