Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Hop Sing who wrote (4087)	2/6/1998 2:01:00 PM
From: Bosco	Respond to of 6980

Dear Lerxist, Hop & all - the math is just about right. I don't follow CSCO that closely, but it does seem that Granite so far is a dud <VBG>. So far, it seems to me that BAY has been getting a lot - and quickly too - out of the recent string of (friendly) acquisitions. A lesser recognized strategy is investing in complimentary technologies like ATHM and NetSpeak etc. I think Dr House can replicate with great success the familiar strategy deployed by INTC etc. Lerxist, thx for the correction. In that case, the acquisition of Granite is 2 of 2 so far. rgds Bosco