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

To: John Messbauer who wrote (3481)	1/15/1998 8:43:00 AM
From: Bosco	Respond to of 6980

g'day, John & all - John, you sez "Jay,it sounds like BAY is taking a page from CSCO manual on obtaining new technologies. I hope it works as well for them as it has for CSCO..." John, while CSCO has more purchasing power, I think networker consolidations are inevitable. But I see BAY and CSCO are a bit more forward looking by stealing a page from INTC by buying into non traditional networking gear cos. BAY investments in ATHM, Netspeak and now New Oak Comm etc are evident to acquiring a stake in technology cos that will further enhance the bandwidth expansion of infrastructures - with the hope that strategic alliances will solidify the standing of BAY technologies. There will always be a danger to buying a dud - maybe CSCO's Granite. One of the problems is the uncertainty of technologies. ATM didn't pan out as good as those ANALists have forseen in 1997. I think ATM and Gigabit will split the spoil, so the best one can do is to hedge the bet. rgds Bosco