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To: Jorj X Mckie who wrote (3171)6/4/1998 9:22:00 PM
From: Judy  Read Replies (2) | Respond to of 34811
 
Tom, when you return, can you tell me about ASND's voice-over-IP product? How does it stack up against CSCO and LU's voice-over-IP stuff?

If BAY accepts a buyout offer soon, LU may have to pony up or settle for ASND.



To: Jorj X Mckie who wrote (3171)6/15/1998 12:10:00 PM
From: Judy  Read Replies (1) | Respond to of 34811
 
Tom D,

So will you cash out of the BAY calls or exercise them for shares of NT? NT could have good earnings this quarter, but I expect the merger would neutralize the positive impact.

Prefer LU, but NT will do long-term also.


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