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

To: rupert1 who wrote (4477)	3/9/1998 11:38:00 AM
From: Beachbumm	Read Replies (2) \| Respond to of 6980

Victor, it seems that you are having a urination contest with Lin over reading the tea leaves. We are up nicely today on good volume and after an opening drop of a point. Wonder what the charts will make of it! I have a really dumb question. Why is everyone so uniformly convinced that Q4 will be a barn burner? If Asia, Y2K, and other diversions are at play in MIS budgets now, why will they suddenly go away in next Q? I may have to use this bounce today to sell some covered calls with the expectation of buying them back cheaper. Beachbumm

To: rupert1 who wrote (4477)	3/9/1998 11:15:00 PM
From: 5,17,37,5,101,...	Respond to of 6980

Vepoc, the possibility of a Lucent bid? If House sees networking growth slowing, he may just let Lucent buy control. I'm sure they'll make him an offer he can't refuse. With respect to BAY price action lately: I bought Octel Comm (OCTL) at $18.00 just months before Lucent acquired it. The price action during the entire time before that announcement was pretty scary, very very much like this activity. Typical were strong mornings and sloppy week afternoon reversals, lots of gap openings and weekly selloffs. Then about three days before the announcement, it began to rocket. Do you really think BAY would fit well into Lucent? Does Lucent need BAY? Does LU's purchase of Prominet give them what's needed to enter the market on their own? Jackson