SI
SI
discoversearch

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

To: Doug who wrote (6655)6/18/1998 12:17:00 PM
From: Bosco  Read Replies (1) | Respond to of 6980
 
Dear Doug [again] - obviously, BAY is not an embodiment of perfection. Otherwise, it would command a better valuation with or without takeover bids. Personally, I do not buy the great value theory blindingly either. Having said that, investment is always a risky business [sorry to state the obvious <vbg>,] if it were such a no brainer then noone would be losing. However, stocks, especially tech stocks, have this strange behavior: if noone wants them, they are a piece of crap. If memory serves, Mr Cramer was absolutely negative about ASND when it was $24, then, when it broke $33 on the upside, he loved it. So, this is the business logic most people profess.

Best, Bosco



To: Doug who wrote (6655)6/18/1998 12:42:00 PM
From: Ling Chen  Read Replies (1) | Respond to of 6980
 

>> Ling: If Bay is so attractive, how come there is no one willing to step in with a
>> cash offer at +$30 or higher.?

>> We should all be nervous when we find out.!

The big question. how many companies have more than 7 billion dollars
cash and willing to enter into data network business.

I know MSFT has more than 7 billion cash but they are not interested in this business.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News