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

To: RFF who wrote (6454)	6/15/1998 9:18:00 AM
From: jas cooper	Read Replies (1) \| Respond to of 6980

$38 sucks Add about 20% to that to compensate for the amount that many of Bay's peers have dropped in the last month (and Bay would have too without the rumors), and you get $45 a share. Does that sound better? $38 is just dandy...

To: RFF who wrote (6454)	6/15/1998 9:30:00 AM
From: Doug	Read Replies (2) \| Respond to of 6980

RFF: This is a share swap due in the 3rd Q w/o any protection. They should have had a floor to ensure that the shareholder is protected. Most likely the arbitrageur will take down NTL and drag BAY along. What is the best strategy now.?