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

To: RFF who wrote (5322)	4/16/1998 5:28:00 PM
From: R.S. Blum	Respond to of 6980

OK, who's going to be the first to apologize to Adam?! -Scott

To: RFF who wrote (5322)	4/16/1998 5:29:00 PM
From: Bosco	Respond to of 6980

Dear RFF - no denying it. The ray of hope is the topline growth. BAY should emphasize that... rgds Bosco

To: RFF who wrote (5322)	4/16/1998 5:29:00 PM
From: George A. Roberts	Read Replies (1) \| Respond to of 6980

I think this just about seals the deal. Merge or die. It is apparent that nobody can win in the Cisco market place ....its niche players like asnd and those on the perimeter like 3com who have a chance ,,,bay is right in the cisco line of fire and will not make shareholders any money unless someone buys the company in my opinion. I am waiting to hear the replay of the conference call but it seems like the deal is done the die cast so to speak ,,,and I am either going to have to sell at substantial loss or hold dead money for the next run if there is one or hope for a merger? George ...hats off to cisco ,,,the only enterprise game in town,,,