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

To: Daniel Liberty who wrote (6496)6/15/1998 10:47:00 AM
From: gbh  Read Replies (1) | Respond to of 6980
 
Dan, do you think this is House's way of playing poker? I suspect he got the best deal he could for shareholders. Its likely this quarter and maybe next were not looking so good. We must all remember, that the only reason this stock has been trading at 28-32 lately is takeover speculation. Right now BAY is really a 22-25 dollar stock, on its own merits, IMO.

Gary



To: Daniel Liberty who wrote (6496)6/15/1998 12:34:00 PM
From: Mark Oliver  Respond to of 6980
 
<I'm wondering if Northern Telecom continues to fall if another bid for Bay will come in. If Erickson has been looking at Bay seriously they may act.>

Maybe someone will up the offer to $37. I don't think we'll see $38 from a stock deal with NT.

Regards,

Mark


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