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

To: blankmind who wrote (5751)	5/12/1998 5:45:00 PM
From: Jay Lowe	Respond to of 6980

You can bet the LU financial gnomes have got beaucoup spreadsheets balancing the dollar value of time against lots of expected scenarios ... Also, I am reminded of the human factor ... LU/CSCO parted company on that basis, so they say. Some companies are fairly culture-nonspecific, some companies are culture-specific, they need a certain style of interaction. I have no insight into how LU interfaces to either BAY or ASND based on "culture" factors ... but I'm willing to bet that LU or CSCO walked away from the biggest strategic hookup in telecom history based on some exec or execs just reaching the end of their people-comm rope more or less abruptly. Sure, sure, spreadsheets, sure, sure technology ... but all this is for nought if you can't keep the relevant people in the same room without flames. And, while CSCO is not fitting into the rumors now, it's we still have a lot of industry-time before October. Make a picture of LUCSO ... that would snap a lot of fuzzy areas into focus real quick if FTC let it fly.