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

To: Lerxst who wrote (3358)	1/5/1998 11:22:00 AM
From: rupert1	Read Replies (2) \| Respond to of 6980

Lerxst: Thanks for the link. Saw the House multi-media message. Like the words, but would be disappointed if this was the tv visual shown over the holiday you were all talking about. Would have preferred something like the Intel approach showing the simulated insides of a chip, or something imaginative like that. Perhaps three seconds of David's talking head would have been enough. Couldn't resist including "adaptive networking" could he? He should stick with the "information flows" theme, demonstrate the need for it, by demonstrating the productivty and value to be derived from it (which he does to some extent). Would have liked to have seen reference to BAY's universal approach and adaptability to old systems of other brand names, as opposed to CSCO proprietary. All in all, the message is becoming clearer. BAY must go and win some of the "mindshare" now owned by CSCO. I note what Cruiser says about the advertising schedule, and the hiring of a slew of ex-media types in marketing, so it seems that this is the plan. This is the third stage of the turnaround - the selling. Vepoc