SI
SI
discoversearch

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 : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: thebeach who wrote (4505)5/13/1998 3:31:00 PM
From: pat mudge  Respond to of 18016
 
Beach --

I think BAY's a good company and can see why they'd be a buyout candidate. Is the latest rumor Nortel? I think I heard it on CNBC but can't recall the details.

Bay certainly isn't the least exciting. I'd probably give Cabletron the honors, there.

What's clear is that the telecommunications giants need the networkers and, fortunately, the networkers need them.

I'd love to see COMS turn around, b/c the minute it does, I'll be a buyer.

Later --

Pat




To: thebeach who wrote (4505)5/13/1998 6:58:00 PM
From: Thomas Scharf  Read Replies (1) | Respond to of 18016
 
About a year ago I took a close look at BAY & was very disappointed. I saw no signs of life. In particular I noted a pattern of poor margins with no sign of improvement over a a long period of time. For NN to buy BAY would be 10 times the disaster that the UB purchase was because NN has also struggled a bit with margins over the years & has been unable to fix them. NEVER BUY INTO YOUR OWN WEAKNESS!


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News