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

To: Peppe who wrote (5746)5/12/1998 1:55:00 PM
From: Ishmael  Read Replies (1) | Respond to of 6980
 
>"My only question to you is, for a guy who seems to have a decent >knowledge of the net biz, why do you hold BAY at all ?"

I bought at 19 rode it to 40 and like a rookie, held on. You see where we're at today. Holding BAY reminds me not to get emotionally attached to the stock. I was pretty religious about BAY obviously. Not anymore. Also, I'll probably stick around for the buy out. My money says it'll be a foreign firm a la Seimens, Ericsson MAYBE Nortel who wants to play in the data space. We should start a pool.

Ish



To: Peppe who wrote (5746)5/12/1998 5:31:00 PM
From: blankmind  Read Replies (2) | Respond to of 6980
 
With ASND, at least they fill a hole in frame and pick up some up to date routing technology. - peppe

is this worth 10b?



To: Peppe who wrote (5746)5/12/1998 5:39:00 PM
From: blankmind  Read Replies (1) | Respond to of 6980
 
The last thing LU wants to do is rejuvenate a has been networking company. - peppe

accelar, atm, extranet (vpn's), ras, dsl, cable modems.

bay is not a has been they have the technology.


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