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

To: RFF who wrote (4963)	3/24/1998 10:09:00 AM
From: P2V	Read Replies (1) \| Respond to of 6980

" So, how can BAY and ASND have the same valuation considering that BAY has twice the sales, a larger product line, better profitability, better future prospects......." IMHO --- Probably because CSCC has regained a lead in WAN products. CSCO erred by buying Stratacom instead of CSCC. ASND, through dumb luck, ended up with CSCC's products ! Regards, MM

To: RFF who wrote (4963)	3/24/1998 9:43:00 PM
From: SMALL FRY	Respond to of 6980

RFF, Re: So, how can BAY and ASND have the same valuation considering that BAY has twice the sales, a larger product line, better profitability, better future prospects....... Cascade makes ASND extremely attractive... the potential is there. ASND is also making a lot of inroads... You also have to bear in mind that "some" ASND investors were/are still hopeful that the old rumor of LU/NT/CSCO/CPQ buyout(take your pick) will materialize before the year is over. IMHO that in itself should anchor that stock around 35 (old rumored bid price) until the euphoria wears out. Regards, SF