SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: James Song who wrote (3453)1/14/1998 12:09:00 PM
From: RFF  Read Replies (1) | Respond to of 6980
 
You have to build to stay in the game. If they sit on the sidelines and let others consolidate the industry we'll never see $50. They're buying good technology and actually managing to integrate it into products that will generate future revenue. It's when they pay big $$ for speculative technology and can't manage to integrate it that you should worry (ex.: Cisco's gigabit failure).

It's a choice of acquisition or R&D - sometimes buying is smarter!



To: James Song who wrote (3453)1/14/1998 12:26:00 PM
From: Pravin Kamdar  Respond to of 6980
 
James,

I disagree. I think the market place will reward BAY for their aggressive expansion through aquisition of leading technology companies; especially when these aquisitions lead to large new revenue streams. I think this is very positive.

Pravin.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News