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

To: otter who wrote (5542)	4/28/1998 4:08:00 PM
From: Bosco	Read Replies (1) \| Respond to of 6980

all - anyone has any news? The one I got, from Cringely column in InfoWorld, should only impact ANET, as he has tried to float the balloon saying ANET is the first target of BAY's next acquisition. Rgds Bosco

To: otter who wrote (5542)	4/28/1998 5:27:00 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 6980

Ray, somehow it suddenly dawned on people that if you partner with lu's partner (now subsidiary) - you are indirectly lu's partner too on that product. I think that's why Bay is up today. Also Lu is leaving another major purchase in frame-relay wide-open - but that doesn't seems to be Bay's strength so that must not be the reason. That still leaves asnd a potential buyout candidate but to buy asnd lu needs 10 Billions !!!! It's a bit ridiculous. I think NN is a moer likely candidate. It can be have for half the price of asnd. Mang