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

To: Mark Oliver who wrote (6572)	6/16/1998 3:15:00 PM
From: Bosco	Respond to of 6980

Dear Mark - obviously, depending on a variety of factors, like AFC and other market conditions, one parallel to draw on for us [who are willing to hang on] is to look at WCOM when it first announced the acquisition of MFS/UUNET combo. If memory serves, WCOM stock was driven down to the teens. Now, everyone says it is a great value stock at 40+. Of course, there is no assurance it will happen to the NT/BAY combo, but substantively speaking, the upside doesn't even stop at $38. Best, Bosco

To: Mark Oliver who wrote (6572)	6/16/1998 3:22:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 6980

Mark, never say never in stock markets,who knows if BAY gets 36-38. Its possible based on the facts that both BAY and NT have good earnings announcements. Well anyway, bought in the low 20's,when the Barron's article came out about Mutual fund managers shorting BAY. Barron's is a great contrary indicator. Hiram