Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (15336)	5/11/1998 1:13:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 22053

>>>How so?<<< Another account...I've forgot to passwords. Also different handle. <eom>

To: David Lawrence who wrote (15336)	5/11/1998 3:36:00 PM
From: Moonray	Read Replies (1) \| Respond to of 22053

LUCENT'S SHOPPING BASKET HERE'S A LOOK at the four companies and why they may make attractive acquisitions. Bay Networks The "Big Four" of data networking, namely Cisco, 3Com (COMS), Bay (BAY) and Cabletron (CS) are all obvious candidates. Bay and Cabletron, being the smaller of the four, are the most likely picks. Bay could give Lucent experience with service and sales to business customers, and a presence in corporate networks, much like an Ascend purchase would, and it would offer Lucent some expertise in the area of IP switching. The question is whether Lucent really wants to be involved at all with corporate networks. Or will it be content to continue selling gear into carrier networks and to service providers. "They need carrier data," says BancAmerica's Johnson. "A corporate piece is unimportant to their strategy." From the standpoint of a brand name, 3Com would undoubtedly carry greater weight with corporate managers, and might be worth double the price of Bay, or about $12 billion in market cap. smartmoney.com o~~~ O