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

To: Neil H who wrote (5652)5/5/1998 10:06:00 AM
From: blankmind  Read Replies (1) | Respond to of 6980
 
1. thank you for pointing out the article, re-enforces staying in bay.

2. large companies like bay, lu, csco, ... often purchase smaller startups for there technology instead of building in house. why? there is so much new technology being invested in, a company can only be involved in so much, so to enter a new field or add a complementary technology they purchase the technology.

3. 1.2 million shares far, how can you any one give up on bay with all the trading? another heavy day.



To: Neil H who wrote (5652)5/5/1998 11:26:00 AM
From: Kenneth E. Phillipps  Respond to of 6980
 
Bay would make a mistake trying to sell into the carrier space. They should continue to sell excellent products to the enterprise space. That area is where they excel and they should defend this position.


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