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

To: adam hefian who wrote (5973)	5/20/1998 11:43:00 AM
From: Kenneth E. Phillipps	Respond to of 6980

Nortel gets $15 billion contract from SBC for network equipment. I am posting this release because of the persistent rumors of a buyout by Nortel. PR Newswire - May 20, 1998 07:16 NTL. NT %TLS %CON V%PRN P%PRN RESEARCH TRIANGLE PARK, NC, May 20 /PRNewswire/ - Nortel (Northern Telecom) announced today that it has signed a contract to deliver leading-edge network products to SBC Communications Inc. As part of the second quarter deal, SBC has awarded Nortel a five-year contract with an expected worth in excess of $US 1.5 billion that covers Nortel's industry leading DMS-100 digital switching equipment, hardware and software upgrades and product conversion services for the company's seven-state region. ''We are very pleased to foster such a strategic relationship with SBC to develop its network and deliver new services to customers,'' said Clarence J. Chandran, president, Public Carrier Networks, Nortel. ''With the delivery of our service-ready networks, service providers are able to easily forecast their network needs and deliver services when their customers want them.'' The network conversion positions SBC to continue to implement and deliver new technologies to serve customers in the future. Nortel works with customers in more than 150 countries and territories to design, build and integrate their communications products and advanced digital networks. Nortel had 1997 revenues of $US 15.5 billion and has approximately 73,000 employees worldwide. %SEDAR: 00000596E SOURCE Northern Telecom Limited

To: adam hefian who wrote (5973)	5/20/1998 11:44:00 AM
From: Mark Oliver	Respond to of 6980

This post is just stupid. House is not spreading these rumors. It's just a plain fact that combination of companies make for stronger offerings. Whether you like it or not, BAY has got big market share and areas of strong technology. I have friends at Northern Telecom and they say they want and need a company like BAY. They would probably be better off buying Cisco, but that is not possible. This is a fact going forward, companies will combine efforts in voice and data to make stronger offerings. Cisco is a great company. But you can not expect the rest of the world to roll over and play dead. Regards, Mark

To: adam hefian who wrote (5973)	5/20/1998 11:49:00 AM
From: blankmind	Respond to of 6980

you do not think an acquiring company checks the books? as we approach june 8, more and more speculation will build as to whether bay will be sold. bay is well positioned this q for an upside surprise.

To: adam hefian who wrote (5973)	5/20/1998 12:43:00 PM
From: Ling Chen	Read Replies (1) \| Respond to of 6980

OK, if you would like to go with CSCO. You just put money there. CSCO is a good company, but can they sustain growth like before. Check their the latest quarter revenue, you will find there growth already has been slow than before. Probably they will have a stronger quarter because this is the 4th quarter of fiscal year(most of hi-tech companies also will have good 4th quarter). The big problem is if they can not sustain growth like before, this stock will be busted, because it is very very overvalued stocks. Go ahead to find out, how many stocks that can trade 10 times of their sales.