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

To: John Messbauer who wrote (3390)	1/7/1998 9:19:00 PM
From: WiseGuy	Respond to of 6980

Regarding NetSpeak, telephony is still far away and it's not particularly clear that it will be a big hit. There's also all the telecommunication giants you have to deal with. I think Bay just want to invest in future technology but want to invest it in smartly, not throwing a bunch of money and have nothing to show in return a year from now. Bay could always buyout NetSpeak anytime. The acquisitions by Bay under new management have been terrific - NetICS and Rapid City. What has Cisco to show for Granite?