Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (5181)	6/15/1998 12:54:00 PM
From: Doug	Respond to of 18016

Peppe: If valuation is based on the customary P/S basis NN would be near 7/8 of Bay.

To: Peppe who wrote (5181)	6/15/1998 1:59:00 PM
From: Andrew	Read Replies (1) \| Respond to of 18016

Peppe, With Bay taken out, I don't see any obvious alternatives for LU. You mentioned ASND and NN, but they are not at all similar to Bay. LU has for a long time re-sold Bay products to fill holes in it's product line. If NT steals Bay, it needs to re-plug those holes. Since NN and ASND (for the most part) don't sell the same type of products as Bay, I don't see how they would help much. I think Cabletron is a much more similar type of co. And of course Cisco.<g> And I've heard Xylan mentioned but I don't know much about them. I think NT has forced LU's hand. LU is going to have to start a bidding war for Bay, unless they can come to some sort of agreement with Cisco. And re: Cisco...they need a telecom partner don't they? Maybe this Nortel move is going to force LU and CSCO into each other's arms... This sure is going to be an interesting summer... Andrew

To: Peppe who wrote (5181)	6/15/1998 2:00:00 PM
From: Another Investor	Read Replies (1) \| Respond to of 18016

Peppe, There is no way in Hell that Terry Matthews would sell out! If you knew him, you would know why. AI

To: Peppe who wrote (5181)	6/15/1998 2:01:00 PM
From: pat mudge	Respond to of 18016

What did you think of the NT/BAY merger announcement. I'm thinking LU has to make a move to respond and the choices are ASND or NN. If BAY is worth $9.1 Billion, what's NN worth ? I agree, if Bay's worth $9.1 billion, then those with far better technology have certainly increased in value with this buyout. According to a recent JP Morgan report, BAY and NN don't compete in each other's markets, so this can't be construed as a loss for NN. The big question is whether LU will wait for Oct. to make a move. Lots to watch. Pat