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


To: cardiologist to be who wrote (6192)6/3/1998 8:55:00 AM
From: Bosco  Respond to of 6980
 
G'day all - Dear Cardiologist to be, IMHO, thinking BAY is impacted because TLAB buying CIEN is getting to be quite farfetched.

I mean, sure, there is some relationship, especially in the light of the prevailing idea of telecom gonna to marriage data networking; however, while LU has tried a FUD campaign against CIEN, the latter has nothing whatsoever in common with BAY. They aren't even in the same industry, let alone segment.

Just my 2c <g>

rgds Bosco



To: cardiologist to be who wrote (6192)6/3/1998 8:55:00 AM
From: Peppe  Respond to of 6980
 
Don't see the connection, ctb. Ciena makes equipment that both LU and NT already makes. If someone buys COMS,CS or ASND, then I think you can make that arguement.

Cheers,

Peppe